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SL advisors Listing
Financial Advisor   

$53MM AUM | $465,000 GDC in Bend, OR

Member Level
Basic
Last Activity
this week

Business Mix:

40% Comm
60% Fee

General

Location
Bend, OR, US
12 Month Gross Revenue
$465,000
Number of Accounts
400
Avg Client Age
60

Overview

Our business focuses on Financial Planning and Investment Management. I am interested in acquiring smaller practices in the years ahead.

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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