Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Campbell, CA, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$300,000.00
# of Accounts
167
Avg Client Age
55
Overview

My mission statement "Are you picking a product or choosing a partner" is meant to reflect the commitment to my objectives. I am committed to reaching client goals and objectives together. I believe that any financial service, whether limited or comprehensive in scope, involves the matching of an overall plan and action to a specific set of needs, conditions and goals. In this respect, I assist my clients in understanding their needs and organizing their plans by a priority of individual importance. My methodology is to work on a personal basis, supported by professional and service oriented companies; companies whose affiliations make possible a variety of alternatives in the plans needed for a total and in-depth service.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...