Remove Certified Financial Planner Remove Financial Consultant Remove Risk Management Remove Workshop
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This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., Doug has traveled all over his home state of Virginia to host Social Security workshops for advisors. I really don’t.” – Derek Robinett.