Crpcâ James Marsden Cfpâ Email and Phone Number
Financial Advisor | Cfpâ , Crpcâ , Aifâ
at
Atlas Wealth Advisors
Crpcâ James Marsden Cfpâ Company Details
Location
Dallas, Texas, United States
Industry
Financial Services
Crpcâ James Marsden Cfpâ's Current Company
Atlas Wealth Advisors
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Industry | Financial Services |
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Location | Dallas, Texas, United States |
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Industry | Financial Services |
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Location | Dallas, Texas, United States |
Crpcâ James Marsden Cfpâ's Experience and Education
Work Experience
Financial Advisor | Cfpâ , Crpcâ , Aifâ
2010-05 to Unknown
Dallas, Texas, United States
Financial Advisor
2008 to 2010-05
De Pere, Wisconsin, United States
Education
Center For Fiduciary Studies
2014 to 2015
University Of North Texas
Bachelor Of Business Administration in Finance
2006 to 2007
Denton, Texas, United States
Frequently Asked Questions about Crpcâ James Marsden Cfpâ
What company does Crpcâ James Marsden Cfpâ work for?
Crpcâ James Marsden Cfpâ works for Atlas Wealth Advisors
What is Crpcâ James Marsden Cfpâ's role in his workplace?
Crpcâ James Marsden Cfpâ's role in his workplace is
Financial Advisor | Cfpâ , Crpcâ , Aifâ .
Which industry does Crpcâ James Marsden Cfpâ work in currently?
Crpcâ James Marsden Cfpâ works in the industry
Financial Services.
What schools did Crpcâ James Marsden Cfpâ attended?
Crpcâ James Marsden Cfpâ attended
Center For Fiduciary Studies,
College For Financial Planning,
College For Financial Planning,
University Of North Texas,
and
Texas State University.
What are some of Crpcâ James Marsden Cfpâ's skills?
Crpcâ James Marsden Cfpâ has skills like
Estate Planning,
Financial Advisory,
Charities,
Insurance,
Retirement Planning,
Financial Planning,
Investments,
Finance,
Series 66,
Asset Allocation,
Investment Advisory,
Wealth Management,
Mutual Funds,
Uniform Combined State Law,
Finra,
Charitable Giving,
Strategic Financial Planning,
Risk Management,
Wealth,
Wealth Preservation Strategies,
and
Retirement.
Who are Crpcâ James Marsden Cfpâ's colleagues?
Crpcâ James Marsden Cfpâ's colleagues are
Suzie Hammel,
Kyle Walters,
Shawn Escollies,
Jim Vasquez,
Robert Frank,
Lindy Coutu,
and
Emily Waligura.
