An financial services professional since 1997, I have served in both client-facing and strategic roles in wealth management at independent financial advisory firms and financial institutions.
Brian D. James
Regional Director and CFP® Professional, Branch Lead Advisor
Allworth Financial
United States, Ohio, Middletown
About Me
Profile Information
Regional Director and CFP® Professional, Branch Lead Advisor
Allworth Financial
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Middletown
Ohio
United States
Sep 22, 2024
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