| Paraplanner (Client Service Associate) |
Immediately |
Briaud Financial Advisors |
College Station |
TX |
| Private Wealth Manager |
Immediately |
Wellesley Investment Partners |
Wellesley |
MA |
| Financial Advisor - New York, Los Angeles, San Francisco, Philadelphia |
Immediately |
Abacus Wealth Partners |
Pacific Palisades |
CA |
| Test - Not an Opportunity - Test |
Immediately |
NAPFA |
Arlington Heights |
IL |
| Paraplanner |
Immediately |
Fox, Joss & Yankee, LLC |
Reston |
VA |
| Personal Financial Advisor |
Immediately |
Scott Snow Financial Advisors, LLC |
Westlake |
OH |
| Financial Planner |
Immediately |
Timberchase Financial, LLC |
Birmingham |
AL |
| Experienced Certified Financial Planner |
Immediately |
Francis Financial |
New York |
NY |
| Research Analyst |
Immediately |
Frisch Financial Group, Inc. |
Melville |
NY |
| Financial Advisor (Nationwide) |
Immediately |
Veritat Advisors |
Philadelphia |
PA |
| Financial Planner Assistant |
Immediately |
FirsTrust |
Daytona Beach |
FL |
| Financial Advisor |
Immediately |
|
Houston |
TX |
| Wealth Manager |
Immediately |
New Planner Recruiting. LLC in representation of fee-only firm |
East Bay |
CA |
| Analyst |
Immediately |
New Planner Recruiting, LLC in representation of fee-only firm |
Northern(greater NYC area) |
NJ |
| Manager, Private Client Relationships |
12/16/2011 |
StanCorp Investment Advisers, Inc. |
Portland |
OR |
| Financial Planner |
Immediately |
Summit Wealth Management, Inc. |
San Antonio |
TX |
| Client Services Manager |
12/27/2011 |
Burrus Financial Services, Inc. |
Salt Lake City |
UT |
| Client Services Assistant: Kansas City, KS |
Immediately |
Ronald Blue & Co., LLC |
Olathe |
KS |
| Client Services Assistant: Seattle, WA |
Immediately |
Ronald Blue & Co., LLC |
Bothell |
WA |
| Client Services Assistant: Santa Ana, CA |
Immediately |
Ronald Blue & Co., LLC |
Santa Ana |
CA |
| Financial Planner |
Immediately |
Sensible Financial Planning and Management, LLC |
Waltham |
MA |
| Relationship Manager |
Immediately |
Dowling & Yahnke, Inc. |
San Diego |
CA |
| Investment Portfolio Administrator |
Immediately |
Modera Wealth Management, LLC |
Westwood |
NJ |
| Financial Planning Associate |
Immediately |
Modera Wealth Management, LLC |
Westwood |
NJ |
| Financial Planning Associate |
Immediately |
New Planner Recruiting, LLC in representation of fee-only firm |
Northern Virginia |
VA |
| Operations and Business Solutions Manager |
3/30/2012 |
LVM Capital Management, LTD. |
Portage |
MI |
| Associate Financial Planner |
5/1/2012 |
RTD Financial Advisors, Inc. |
Philadelphia |
PA |
