| Financial Advisor |
3/1/2013 |
Sound Stewardship, LLC |
Overland Park |
KS |
| Financial Planning Analyst |
Immediately |
Briaud Financial Advisors |
College Station |
TX |
| Private Wealth Manager |
Immediately |
Wellesley Investment Partners |
Wellesley |
MA |
| Financial Planner |
Immediately |
Ames Planning Associates, Inc. |
Peterborough |
NH |
| Financial Analyst / Associate Advisor |
5/1/2013 |
West Coast Financial |
Santa Barbara |
CA |
| Staff Financial Advisor/Paraplanner |
6/1/2013 |
Summit Financial Strategies, Inc. |
Columbus |
OH |
| Financial Planner |
Immediately |
Lake Street Advisors |
Portsmouth |
NH |
| Financial Analyst |
Immediately |
Ogorek Wealth Management, LLC |
Williamsville |
NY |
| Financial Advisor Trainee |
Immediately |
Sensible Financial Planning and Management, LLC |
Waltham |
MA |
| Financial Planning Associate |
Immediately |
Benningfield Financial Advisors, LLC |
San Francisco |
CA |
| Financial Planner - Indianapolis |
Immediately |
Ronald Blue & Co., LLC |
Indianapolis |
IN |
| Manager of Branch Operations: Indianapolis, IN |
Immediately |
Ronald Blue & Co., LLC |
Indianapolis |
IN |
| Financial Planner |
Immediately |
New Planner Recruiting in representation of fee-only firm |
Memphis |
TN |
| Financial Planning Associate |
Immediately |
New Planner Recruiting in representation of fee-only firm |
Los Angeles |
CA |
| Associate Financial Advisor |
Immediately |
New Planner Recruiting in representation of fee-only firm |
Austin |
TX |
| Financial Planning Associate |
Immediately |
New Planner Recruiting in representation of fee-only firm |
Colorado Springs |
CO |
| certified financial planner/registered paraplanner or equivalent |
Immediately |
Financial Security Advisors, Inc. |
Prairie Village |
KS |
| Financial Planning Assistant |
7/8/2013 |
Professional Financial Management |
Little Chute |
WI |
| Associate (Para Planner) |
Immediately |
Resource Planning Group, Ltd. |
Sandy Springs |
GA |
| Entry Level Financial Planner |
Immediately |
Artemis Financial Advisors, LLC |
Boston |
MA |
| Summer Internship |
6/1/2013 |
Clearview Wealth Management |
Charlotte |
NC |
| CFP, Associate Financial Advisor |
4/17/2013 |
Linda A. Barlow, CFP |
Santa Ana |
CA |
| Chief Securities Analyst Position |
4/19/2013 |
Baltimore-Washington Financial Advisors, Inc. |
Columbia |
MD |
| Operations Manager |
5/1/2013 |
Stevens Wealth Management |
Deerfield |
IL |
| Client Service Representative |
5/1/2013 |
Stevens Wealth Management |
Deerfield |
IL |
| Executive Assistant |
5/1/2013 |
Stevens Wealth Management |
Deerfield |
IL |
| Certified Financial Planner |
Immediately |
Bartley Financial Advisors |
Bedford |
NH |
| Client Services Advisor |
Immediately |
New Planner Recruiting in representation of fee-only firm |
East Windsor |
NJ |
| Client Services Advisor |
Immediately |
New Planner Recruiting in representation of fee-only firm |
Akron |
OH |
| Junior Financial Advisor |
Immediately |
Vintage Financial Services, LLC |
Ann Arbor |
MI |
