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. Mary Jo will mostly be supporting the international team, though she will be cross trained to help the domestic team when necessary as well.
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. Mary Jo will mostly be supporting the international team, though she will be cross trained to help the domestic team when necessary as well.
Sara Grillo
SEPTEMBER 12, 2022
Grillo pipes up that the CFP Board is never going to require compensation methods to be disclosed, because that would go against the insurance agents. JR agrees, stating that 70% of CFP holders have insurance licenses. #4 4 Has the CFP Board failed to address the insurance problem – the “third hat”?
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