Merrill Manager and Colleague in L.A. Break Away

Dec 10

Written By Calvin Jung

Amir Monsefi and Sharon Nassir

ADVISOR HUB, DECEMBER 10, 2020

Amir Monsefi left a 44-advisor office he had previously managed for Merrill Lynch two weeks ago because of his conviction that he can offer a wider range of advice and services at better rates to his wealthy clients as an independent registered investment adviser…

Calvin Jung

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