Following 4
Richard Chen
New York, NY
• Active 22h 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 2d ago
Bio: CFP®, EA®, Food Lover, Tech Enthusiast
Joe Moss
Lexington, Kentucky
• Active 2d ago
Bio: COO at January Capital Advisors | Curator of the Conneqtor Community
David DeCelle
Apollo Beach, FL
• Active 42m ago
Bio: Co-Founder of the Exchange and CEO of Model FA
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 5h ago
Joined Sep 15, 2024
ENFJ
powered by