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Fiduciary Status
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Languages
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Memberships
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Experienced with
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Hobbies and Interests
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Qualifications
Certifications
Certified Financial Planner
Financial Exams
S65 - Uniform Investment Adviser Law Examination - 2003-12-23
S63 - Uniform Securities Agent State Law Examination - 1991-07-19
Education
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Approximate Fees
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A percentage of assets under management
Hourly charges
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