COMPENSATION METHODSCommission and Fee
Theodore Athans is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at WealthSpring in Chino, CA and the surrounding communities.
Theodore Athans (CA Insurance Lic# 0C52870) is a Registered Representative and an Investment Adviser Representative with/and offers Securities and Advisory Services through Commonwealth Financial Network®, Member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are offered through WealthSpring or CES Insurance Agency.
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This communication is strictly intended for individual residing in the states of: AK, AZ, CA, CO, CT, FL, GA, HI, IA, ID, KS, MA, MI, MO, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, WA, WI. No offers may be made or accepted from any residents outside these states due to various state regulations and registration requirements regarding investment products and services.
Most families think about taxes only when they, or a professional tax preparer, sit down to complete their federal, and maybe state, income tax...Read More >