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Financial Advisor

$850MM AUM | $4MM GDC in Portland, OR

Member Level
Premier
Last Activity
this month

Business Mix:

2% Comm
98% Fee

General

Location
Portland, OR, US
12 Month Gross Revenue
$4,000,000
Number of Accounts
580
Avg Client Age
60

Overview

We have a 401(k) institutional side of the business and a wealth management side of the business, really trying to grow wealth management practice

 
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