Tanner Lemaster
- Role
- Part-owner Partner Financial Advisor at Canopy Wealth Strategies
- Location
- Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Tanner Lemaster
I am a seasoned CERTIFIED FINANCIAL PLANNER™, who has been in the industry for over 15…
Experience
Part-owner Partner Financial Advisor
Sep 2020 — Present
I help individuals, families, and businesses set, meet, and exceed their financial goals.
Skills
- Financial Modeling
- Series 65
- Term Life Insurance
- Fixed Annuities
- Life Insurance
- Bonds
- Finra
- Insurance
- Investments
- Series 24
- Wealth Management Services
- Financial Analysis
- Variable Annuities
- Mutual Funds
- Holistic Financial Planning
- Wealth
- Life, Accident, & Health Insurance License
- Personal Finance
- Disability Insurance
- Retirement Planning
- Retirement
- Finance
- Alternative Investments
- Equities
- Risk Management
- Estate Planning
- Financial Services
- Series 63
- Financial Planners
- Series 66
- Investment Advisory
- Long-Term Care
- Wealth Management
- Series 6
- Financial Advisory
- Portfolio Management
- 401k
- Fixed Income
- Uniform Combined State Law
- Etfs
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