Gary Morrow (CRD# 5483514) is an Investment Advisor Representative working at Lifepro Asset Management in San Diego, CA and has over 10 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifepro Asset Management, LLC | San Diego, CA | Jan 2020 - Current | 4 |
| Yosemite Asset Mgmt. LLC | San Luis Obispo, CA | Mar 2001 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2013 |
- CA
-
Total Assets Under Management311MILLIONS
-
Total Number of Accounts1,105ACCOUNTS
-
Average Account Value$281,747
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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