Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
503 days old
General
Location
Newport Beach, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$60,000.00
# of Accounts
40
Avg Client Age
55
Overview

I have been focusing in the Qualified Retirement space for the last 4.5 years.
The numbers that I have provided are skewed due to some partnership changes.
I have been in the wealth management space for 30 years. I chose to rebuild in 401k and Cash Balance plan market.

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