2010 License Wealth Advisor 
Sara Grillo
DECEMBER 12, 2022
He holds multiple FINRA licenses and he is associated with The Leaders Group, and independent broker-dealer. In 2010, he moved to Midland where he currently resides with his wife, Heather, who teaches at Midland ISD. Charles King is a financial advisor licensed in 55 states and territories. Matt Pruitt, CFP®, CFA®.
Sara Grillo
AUGUST 14, 2023
Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. Financial Advisor or Investment Salesperson? 2010, August 1). link] The post Does being a fiduciary financial advisor REALLY matter – or is it “meh?”
Sara Grillo
SEPTEMBER 26, 2022
Salaske: What is an investment advisor? In addition to his formal Education Robert Wright holds his FINRA Series 7 and 66 licenses, is a CERTIFIED FINANCIAL PLANNER Professional and holds Georgia Resident Life and Health Insurance.
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