Overview

I am a 29 year old female who is the relationship manager and holistic planner. I work alongside my father who has been in the industry for 30 years as a stock broker and "equity guy". We have the rare mix of time tested, transactional equity investment advice that's weathered thirty years of ups and downs with diligent customer service, individual attention, and holistic planning. Your clients will be well cared for no matter which relationship they prefer.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months

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