Walkner Condon Financial Advisors

JULY 27, 2023

She also carries the benefits of being licensed, which will allow for her to perform higher level tasks such as trading. The Walkner Condon Team You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions.

Executive Compensation 52

Executive Compensation Clients Communication Education 52

Walkner Condon Financial Advisors

MAY 12, 2023

She also carries the benefits of being licensed, which will allow for her to perform higher level tasks such as trading. Mary Jo will mostly be supporting the international team, though she will be cross trained to help the domestic team when necessary as well.

Executive Compensation 52

Executive Compensation Clients Communication License 52

Sara Grillo

SEPTEMBER 12, 2022

Grillo pipes up that the CFP Board is never going to require compensation methods to be disclosed, because that would go against the insurance agents. JR agrees, stating that 70% of CFP holders have insurance licenses. #4 Return of organization exempt from income tax [Form 990]. Public Disclosure Copy. City: Washington, DC.

CFP 80

CFP Financial Planner Ethics Financial Planning 80