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Financial Advisor   

$60MM AUM | $300,000 GDC in San Francisco, CA

Member Level
Basic
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
San Francisco, CA, US
12 Month Gross Revenue
$300,000
Number of Accounts
60
Avg Client Age
50

Overview

I have been at Morgan Stanley for 5 years; before that I was a CPA and worked at Goldman Sachs as an Institutional Sales person in Asia. I love working with clients and would really like to purchase a practice from an individual who actually worried about his/her clients and really looked out for the welfare of clients

 
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