WebJohn West (CRD# 2967088) is an Investment Advisor Representative working at Flatrock Wealth Partners LLC in Newport Beach, CA and has over 22 years of experience in the finance industry. Similar Advisors. Similar Advisors. Daniel C. Horgan CRD# 1620034 Raymond James & Associates, Inc. Similar Advisors. WebMr. Magill is Head of RIAs for Americas Private Wealth Partners, which focuses on distributing KKR funds to advisors and clients of leading …
Flatrock Wealth Partners Review 2024 investor.com
WebCurrent Firm: Flatrock Wealth Partners LLC Kevin Winters (CRD# 3277677) is an Investment Advisor Representative working at Flatrock Wealth Partners LLC in Newport Beach, CA and has over 23 years of experience in the finance industry. WebEarlier this year, Kevin Winters, former executive vice president at Pimco, and John West, former partner and executive board member at Research Affiliates, launched Flatrock Wealth Partners. (Like Research Affiliates and Pimco, Flatrock is based in Newport Beach, California.) Winters also served as a product strategist in alternative credit and private … the very blue thingamajig pdf
Sparrow Wealth Management Review 2024 investor.com
WebFlatrock Wealth Partners Banks Be the first to review! (949) 687-2615 Visit Website Map & Directions 4041 Macarthur Blvd Ste 400Newport Beach, CA 92660 Write a Review Customize this page. Claim This Business More Info General Info Native San Diegans, John and Kevin grew up less than ten miles apart. WebFlatrock Wealth Partners LLC is a financial advisory firm with an office in Newport Beach, CA. The advisory team at Flatrock Wealth Partners LLC includes 2 advisor(s). The average advisor to client ratio is 1 advisor per 0 clients, but advisors may work with a higher or lower number of clients based on firm practices. The fees charged by ... WebGet reviews, hours, directions, coupons and more for Flatrock Wealth Partners. Search for other Banks on The Real Yellow Pages®. Get reviews, hours, directions, coupons and more for Flatrock Wealth Partners at 4041 Macarthur Blvd Ste 400, Newport Beach, CA 92660. the very blue thingamajig picture