James Hendries

NOVEMBER 15, 2022

There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Stock investing involves risk including loss of principal.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

OCTOBER 7, 2022

There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Stock investing involves risk including loss of principal.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Stock investing involves risk including loss of principal.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

JULY 13, 2022

There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Stock investing involves risk including loss of principal.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

WiserAdvisor

JUNE 2, 2023

There are several kinds of financial advisors, including financial planners, retirement planners, portfolio managers, insurance agents, wealth managers, accountants, investment advisors, robo- advisors, stockbrokers, and more. Below are the different kinds of financial advisors you may choose from: 1.

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

Cornerstone Financial Advisory

MAY 21, 2024

Taxpayers must report any income earned from hobbies, even if it does not involve a licensed business. Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Taxes Economics 52

Sara Grillo

MARCH 13, 2023

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Are we in a market regime shift?

Financial Advisor 59

Financial Advisor Assets Management License 59

ClearMoney

DECEMBER 5, 2021

His anguish is apparently not unusual—a prominent cryptocurrency consulting firm estimates that 20% of all outstanding bitcoin represents stranded assets unavailable to their rightful owners.1. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Commission 52

Commission Retail Sales Distribution 52

International College of Financial Planning

AUGUST 2, 2021

A bachelor’s degree in the field of finance, law, business, accounting, or economics is the minimum qualification you need to be a financial advisor in India. This profession requires additional licensing if you wish to get in helping clients buy bonds, securities, or insurance.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Sara Grillo

DECEMBER 12, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”. I am an irreverent and fun marketing consultant for financial advisors. degree in Computer Science.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

ClearMoney

SEPTEMBER 24, 2021

The performance reflects the growth of a hypothetical investment and assumes reinvestment of income and no transaction costs or taxes. Eugene Fama is a member of the Board of Directors of the general partner of, and provides consulting services to, Dimensional Fund Advisors LP. DISCLOSURES. Dimensional Japan Ltd.,

Investing 52

Investing Investments Commission Financial Advisor 52

Midstream Marketing

FEBRUARY 13, 2021

The registry itself has two types of members – registered investment advisors and investment advisor representatives. Marketing and consulting services aimed at helping those qualified leads convert. Website and Internet services designed to produce qualified leads.

Financial Advisor 52

Financial Advisor Clients Assets Financial Services 52

ClearMoney

DECEMBER 14, 2021

Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. Robert Novy-Marx provides consulting services to Dimensional Fund Advisors LP. Dimensional Japan Ltd.,

Investing 52

Investing Investments Commission Distribution 52

Zoe Financial

JUNE 6, 2023

One of my clients enrolled in a university aviation program to get his pilot license. Again, check with your state or a financial advisor to see if this is a good strategy. Discuss with an investment advisor the options available to you and what makes the most sense for your risk tolerance and time horizon.

Education 40

Education Taxes Financial Advisor Planning 40

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.

Compliance 162

Compliance Clients Wealth Management Management 162

Ballast Advisors

MARCH 17, 2023

The Nebraska Supreme Court based its decision on several key factors, including: The owners’ continued ties to Nebraska; • Voting records; • Driver licenses; and • Maintaining business interests in the state. You should always consult with your tax professional with regard to specific tax questions and obligations.

Taxes 40

Taxes License Distribution Investment Advisor 40

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Should advisors go to hell before selling an annuity?

Insurance 59

Insurance Retirement Financial Advisor License 59

Sara Grillo

SEPTEMBER 26, 2022

The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” .

CFP 59

CFP Financial Advisor Financial Planner Ethics 59