Budgeting Definition Financial Consultant License 
Sara Grillo
DECEMBER 12, 2022
And, if so, what fees are included in the definition of “all the fees.” He holds multiple FINRA licenses and he is associated with The Leaders Group, and independent broker-dealer. Charles King is a financial advisor licensed in 55 states and territories. Is that a fee? I really don’t.” – Derek Robinett.
Sara Grillo
SEPTEMBER 26, 2022
Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.
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