$5MM AUM | $50,000 GDC in Honolulu, HI
Member is Interested In:
he does annuities, LP's and BDC's for his clients, he has been thinking and investingating the type of broker who will do a good job for his clientele. He has been looking for firms that he feels comfortable with, preferably in San Diego, His client accounts require monitoring. He has not yet found an advisor who could take care of his clients. He plans on working for another three years.