Assets Download Executive Compensation License 
Walkner Condon Financial Advisors
MAY 12, 2023
She also carries the benefits of being licensed, which will allow for her to perform higher level tasks such as trading. We are very familiar with the Schwab platform, as about half of our assets are already there. We encourage them also to download their mobile app. We expect very limited disruption for our clients.
Walkner Condon Financial Advisors
JULY 27, 2023
She also carries the benefits of being licensed, which will allow for her to perform higher level tasks such as trading. We are very familiar with the Schwab platform, as about half of our assets are already there. We encourage them also to download their mobile app. We expect very limited disruption for our clients.
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