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Global Financial Private Client, LLC
Geoffrey Frazier
President and CEO
CLU
Location
Sarasota,FL
Compensation
Fee Only
Utopia Wealth Management, LLC
Nicholas Chiricosta
Founder/Wealth Advisor
MPAS®, EA, AWMA®, CRPC®
Location
Coconut Creek,FL
Compensation
Fee Only
Eagle Financial Planning
Greg McCall
Founder
RICP®
Location
Eagle,ID
Compensation
Fee Only
Wells Fargo Advisors Financial Network
Ryan Hawkins
Senior Financial Advisor
ADPA, AWMA
Location
Santa Ana,CA
Compensation
Commission and Fee
Aspiriant, LLC
Paul Hynes
Director - Wealth Planning, Partner
Location
San Diego,CA
Compensation
Fee Only
Cohen Investment Advisors
Daniel Cohen
CEO & Chief Investment Officer
Location
Bedford,NH
Compensation
Fee Only
Glassman Wealth Services
Colin Gerrety
Vice President
Location
Vienna,VA
Compensation
Fee Only
Legacy Private Wealth Group
Richard Dworsky
financial planner
CLU® CRPC® APMA™
Location
Edina,MN
Compensation
Commission and Fee
Integris Wealth Management
Kevin Mahoney
Partner
Location
Monterey,CA
Compensation
Fee Only
Mac Frasier
Director of Planning
Certified Exit Planning Advisor (CEPA)
Location
Birmingham,AL
Compensation
Fee Only
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