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Financial Advisor   

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

Member Level
Premier
Last Activity
today

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.

 

Has Office Space to Share in Bend, OR

Office space available for advisor affiliated with LPL Financial. Includes private advisor office, shared conference room, kitchenette, receptionist to greet clients, internet, printer. Could join our phone system or bring your own VOIP access. Potential for administrative support.

Contact to discuss details
 
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