James Marsden
Financial Advisor Cfp, Crpc, Aif @Apeiron Planning Partners
Dallas-Fort Worth, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2010 — Present
Financial Advisor Cfp, Crpc, Aif @Apeiron Planning Partners
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Dallas-Fort Worth, TX, US
N. Central Expressway Ste. 700Dallas, TX 75••••••••76
SKILLS
CharitiesMutual FundsSeries 66Uniform Combined State LawInvestmentsRetirementInsuranceAsset AllocationWealthFinanceWealth ManagementStrategic Financial PlanningRetirement PlanningFinancial PlanningEstate PlanningFinancial AdvisoryRisk ManagementCharitable GivingInvestment AdvisorySeries 7FinraSecuritiesWealth Preservation Strategies
ABOUT JAMES MARSDEN
As a fee-based wealth management company, our clients’ interests come first. Our goal is…
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