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rmerrick

rmerrick
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ABOUT
Yale Class of '61, Retired Foreign Service Officer with 22 years as Middle East specialist. Over 20+ years as Financial Advisor, CFP(R). Active investor for more than 40 years. Asset Allocation includes 5% MLP and 5% energy services and E&P.
SNAPSHOT
  • Description: Independent financial planner/advisor. Trading frequency: Weekly
  • Interests: Commodities, Dividend stock ideas & income, Energy stocks, Mutual funds, REITs, Stocks - long
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