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Copia Financial Solutions, Inc.
James Azzarello
President
Location
Palatine,IL
Compensation
Commission and Fee
UBS Financial Services
Kirsten Ismail
VP - Wealth Management
Location
Bangor,ME
Compensation
Commission and Fee
Holzwarth Financial Services
Jocelyn Holzwarth
CDFA, CTS, CFS, CSA, CIS
Location
Las Vegas,NV
Compensation
Commission and Fee
Dr. Vivek Sharma
Senior Financial Advisor
Location
Plymouth Meeting,PA
Compensation
Fee Only
Mercer Advisors
Daniel McDermott
Location
Wilmington,DE
Compensation
Commission and Fee
McCarthy & Cox
Mark Finney
CRPC® AIF®
Location
Marysville,OH
Compensation
Commission and Fee
Ametrine Wealth
Carla Adams
Founder & Financial Advisor
Location
Lake Orion,MI
Compensation
Fee Only
WealthSpring
Jay Douglas
Partner, Chief Investment Strategist
Master of Science in Finance, Financial Analysis Major
Location
Long Beach,CA
Compensation
Commission and Fee
Advent Partners
Jamie French
Location
Camp Hill,PA
Compensation
Commission and Fee
Total Wealth Planning & Management, Inc
William Tomes Jr.
President
Location
Ponte Vedra Beach,FL
Compensation
Commission and Fee
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