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Manager Overview
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Provide Comprehensive Wealth Management to Individuals, Companies, Trusts and Foundations. Work with clients reviewing their 13 wealth management issues. |
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Experience & Disclosure
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Work Experience:
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First licensed in 1977. |
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Academic Background:
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Lasalle College, BS Marketing |
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Services
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Types of Investments:
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Handle all types of investments from Stocks & Bonds to Private Equity. |
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Qualifications
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Certifications, Accreditations and Designations:
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Registered Financial Consultant
Certified Wealth Strategist
Certified Funds Specialist
Certified Senior Advisor |
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Number of Advisors in Office:
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3 |
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Advisor's Number of Clients:
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200 |
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Assets Managed by Advisor:
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150,000,000 |
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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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2.0 - .75 |
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Money Manager Articles
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The Markets - 02/25/2010
The Markets - 02/24/2010
The Markets - 02/11/2010
The Markets - 02/03/2010
The Markets - 01/14/2010
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