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TS
Thomas Sims
MS - Financial Services (MSFS)
Location
Charlotte,NC
DG
Diane Goolsby
DF
Dee-Ann R. Fox, CFP
Dee-Ann Fox
Principal
Location
New York,NY
Compensation
Fee Only
JP
Legacy Financial Services Group
James Potoka
CMFC, CEP
Location
Morrisville,PA
AC
Ameriprise Financial Services, LLC
Athena Constant
MBA
Location
San Diego,CA
Compensation
Commission and Fee
JL
Lynch Financial Group
John Lynch
Location
Camarillo,CA
Gordon Financial LLC
Mary Elizabeth Ivy
Owner
Chartered Retirement Planning Counselor (CRPC®)
Location
Mount Pleasant,SC
Compensation
Fee Only
WW
LPL Financial
William Wheeler
Investment Consultant
Location
Goodyear,AZ
Compensation
Commission and Fee
Niehaus Financial Services LLC
Kevin Walsh
Location
Cincinnati,OH
Compensation
Commission and Fee
SM
Wescott Financial Advisory Group, LLC
Scott Michalek
Partner, Senior Financial Advisor
MBA
Location
Philadelphia,PA
Compensation
Fee Only
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