Aif Pfs

Aif Pfs Work

R

Founding Partner, Private Wealth Manager

@ RRDM

Wealth Management Partners, LPL Financial

@

Sr. Retirement Plan Consultant and Wealth Consultant

@ LPL Financial

Assistant Vice President

@ Merrill Lynch

Aif Pfs Education

1986 - 1988 Texas State University
1983 - 1985 Westlake High School- Austin, Tx. Area
Louisiana State University

Aif Pfs Skills

401kRetirement PlanningRetirement ReadinessWealth ManagementDefined BenefitRetirement Plan ConsultingRetirementInvestment Management(NUA) Net Unrealized AppreciationParticipant's Retirement Readiness Through the use of Behavioural FinancePortfolio ManagementProfit SharingDefined ContributionQualified Retirement PlansFiduciaryParticipant EducationExecutive Compensation PlanningFiduciary 3(21) Investment AdviserFiduciary 3(38) Participant AdviserSeries 7Fiduciary 338 Participant AdviserFixed IncomeEquitiesNua Net Unrealized AppreciationFiduciary 321 Investment AdviserNet Unrealized AppreciationFiduciary 3 Investment AdviserFiduciary 3 Participant Adviser

Aif Pfs Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Aif Pfs currently works at RRDM | Wealth Management Partners, LPL Financial as Aif Pfs - Founding Partner, Private Wealth Manager at RRDM | Wealth Management Partners, LPL Financial.

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