Log In
Following 4
Richard Chen
New York, NY
Active 285d ago
Bio:
Seasoned RIA Attorney and Compliance Consultant that’s served hundreds of advisors to give them peace of mind, who happens to be totally blind.
Amir Noor
Long Island, NY
Active 4d ago
Bio:
CFP®, EA®, Food Lover, Tech Enthusiast
Joe Moss
Illlinois • ISTJ
Active 20h ago
Bio:
✍️ Author ~ AdvisorTechBook.com
David DeCelle
Apollo Beach, FL
Active 2h ago
Bio:
Co-Founder of the Exchange and CEO of Model FA
Previous
1
Next
1-4 of 4
David Daley
@david-daley-8856
RIA based in Southern California, Daley Financial Planning. Focusing on small business owners, father of 3, and a fanatic about being a fiduciary.
Active 9d ago
Joined Sep 15, 2024
ENFJ
198
Contributions
0
Followers
4
Following
Powered by