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Financial Advisor   

$2,300MM AUM | $3MM GDC in Portland, OR

Member Level
Lite
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Portland, OR, US
12 Month Gross Revenue
$3,000,000
Number of Accounts
500
Avg Client Age
60

Overview

Acquire strong firms with culture/ethics similar to ours. Focus on wealth advisory for defined contribution and private wealth.

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
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