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James Victor Conrad
note that I am inactive with my CPA currently, AIF
PINNACLE Financial Strategies, LLC6600 Brooktree Rd, Ste 2600, Wexford, PA 15090-6707
Broker Affiliation: Commonwealth Financial Network
Languages: English
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Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.