![]() ![]() “If you are preparing to retire, have retired, or are in financial transition, TABR can help optimize your investments,” Medland says. Medland oversee a team of advisers who manage over $165 million in assets. With more than 35 years of experience, TABR Capital Management is focused on risk management. “TABR has launched hundreds of successful financial portfolios for individuals across the nation, and steered them safely through market storms.” ![]() Medland, MBA, CFO and partner at TABR Capital Management, Inc. “Like most people, you want to make money, grow it, and keep it,” says Steven W. State College Blvd, Suite 1320, Orange 71 “So, the essence of our culture is as you make decisions everyday you come to work, are you trying to do the right thing, always.” Gorman, chairman and CEO of Morgan Stanley, said on the branch’s website. “We live on a proud history of trying to bring excellence to everything that we do,” James P. Along with assistant director Robert Rettig, Million and his team of advisors adhere to Morgan Stanley’s heritage. He has served on the National Branch Manager Advisory Council, co-chaired the Branch Manager Empowerment Committee, conducted “peer-to-peer” training and currently serves on the National Recruiting Advisory Committee. In 2020, Million became a managing director. He took over the South Coast Complex covering Orange County in 2010 when Morgan Stanley consolidated with Smith Barney. Million built a successful advisory practice and held several responsibilities eventually becoming a complex manager. Million began his career in 1987 working in the mailroom while completing his business management degree. The South Coast Complex Morgan Stanley Financial Advisors specializes in institutional securities, investment management and wealth management. Based in Newport Beach, it consists of six branch offices with more than 350 financial advisors, client service associates and staff. ![]() Lance Million heads up the Morgan Stanley Wealth Management branch offices in Orange County, which is called The South Coast Complex. 500, Newport Beach 94 /south-coast-complex Morgan Stanley Financial Advisors, South Coast ComplexĨ00 Newport Center Drive, Ste. This is a failure of industry leadership.1. The only choice is to seek better support elsewhere. Even an Act of Congress has not moved the broker/dealer. There are easily 20 or 30 ways an advisor can materially improve the prospective client’s well being.īrokers of good conscience have begged their broker/dealer to support their fiduciary standing. Boker dealerswill not acknowledge the broker renders advice or has a fiduciary duty to act in the best interest of the investing public Bcause by design the broker is not accountable nor has ongoing responsibility for their recommendations, the advisor can routinely do an asset/liability study on all a client’s holdings and find the prospective client’s portfolio has assumed twice the market risk for half the return, there is no rhyme or reason for individual holdings, there is no understanding of cost structure leading to the highest cost investment alternatives, the tax structure of the portfolio has crippled portfolio liquidity and investment performance. The same reason why cients want their broker to act in their best intererst is why brokers can not compete. providing advice is all about the consumer as the consumer determines relevancy. ![]()
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