Executive Compensation License Presentation 
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. Clients that presently custody at TD Ameritrade will need to create a new login at Schwab after Labor Day. We have three more years on our present lease with another five year option, so we have plenty of time.
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. Clients that presently custody at TD Ameritrade will need to create a new login at Schwab after Labor Day. We have three more years on our present lease with another five year option, so we have plenty of time.
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 There are no guarantees that any information presented in this article is accurate.
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