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Manager Overview
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Experience & Disclosure
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My CRD Number:
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2194707 |
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Firm CRD Number:
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30613 |
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Work Experience:
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19 years specializing in retirement planning, focusing on individual retirement |
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Academic Background:
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University Of Massachusetts BA |
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Services
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Types of Investments:
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Mutual Funds, |
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Qualifications
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Certifications, Accreditations and Designations:
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Series 6,63,26, Life and Health |
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Number of Advisors in Office:
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1 |
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Advisor's Number of Clients:
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85 |
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Assets Managed by Advisor:
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20 |
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Compensation
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New Client Minimum Portfolio Size:
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100,000 |
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Fee:
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0 |
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Money Manager Articles
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