James Hendries

OCTOBER 4, 2022

Dear Valued Investor, In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just ahead. Insurance products are offered through LPL or its licensed affiliates.

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Clients Investment Advisor Economy License 52

Sara Grillo

SEPTEMBER 12, 2022

Salary is excessive, compensation consultant appointed by the CEO, Keller earned $1,009,329 as disclosed on the Form 990 for 2020. The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. JR agrees, stating that 70% of CFP holders have insurance licenses. #4

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CFP Financial Planner Ethics Financial Planning 80

Sara Grillo

SEPTEMBER 26, 2022

I hope you’ll at least join my newsletter about financial advisor lead generation. Certified Financial Planner Board of Standards, Inc. Robert completed His Undergraduate Degree at The University of Utah in Economics and his Master of Science in Advanced Personal Financial Planning at Kansas State University. www.cfp.net.

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CFP Financial Advisor Financial Planner Ethics 59