π€ Personal Information
Full Namedoran james
Genderβ
Locationrock springs, wyoming (united states)
Birth Yearβ
πΌ Professional Details
Job Titlepartner
Industryfinancial services
Experience33 years
Summary"Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness." βFor a list of states in which I am/we are registered to do business, please visit www.wyomingwealthmanagement.orgβ Securities and Advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the "Contact Info" section above.
π Skills
financial services
financial analysis
relationship management
securities
asset management
investment banking
fixed income
financial modeling
retirement
risk management
financial advisory
derivatives
finance
investments
financial planning
wealth management