I also have about 40k in cash in a brokerage account and no credit card debt.

I’ve had clients use stock brokerage accounts, mutual funds, etc.

The new firm would have asked me for the tax basis because brokerages are now required by the IRS to keep track of these numbers.

When I get back to Oregon I plan on taking my Oregon Broker License test and would love to work as a property manager or in a commercial brokerage doing really anything.

(Gulfport, Biloxi, Ocean Springs, etc..) just wondering what your reviews are on brokerages down here.  

that's all I have done my entire adult life since I was first licensed at 18.. there is a difference in being a retail real estate sales person and using a license to further your investing goals.Its not an easy business by any means to be a retail agent and there is a high burn out rate.. not as high as wholesalers but its at least 50%...If your an ACTIVE investor I cant see how you can do without it.. if your fix and flipping in my mind its mandatory.its about 2k a year to keep sometimes less and If your business does not allow that or like some say the cost is to high then in my mind your not really in the business its a pittance to spend to have access to all the info and be in the club.if your goal is to be a lifelong landlord then work for a commercial brokerage that specializes in cash flow real estate just being there will open up doors.if by chance your very good at sales and have a very large warm market you may shock yourself in how much money you can make just in transactional real estate.. 

Or analyzing a long term partnership with a broker/agent?

Yes, there are investor-oriented real estate brokerages that assist clients with the pre-acquisition analysis and support services you seek.If Metro Atlanta is one of your target markets, I'd be happy to refer you to the same brokerage I refer my own international clients to.

The service we use is called ´' Imail'' which is provided through my brokerages services , CRM , Etc.

There is a totally different license to become a real estate broker. you need to first get your real estate agents license and hang your licence under a brokers licence by joining a Brokerage or "firm". after X amount of years and production you can then start the courses and aplication to get your brokers license.