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Independent financial planner/advisor.
Commodities, Dividend stock ideas & income, Energy stocks, Foreign stocks, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short
Capital Guardian Wealth Management, LLC
Capital Guardian is a regional boutique wealth management firm whose sole business is to serve the relationship between advisors and clients. Capital Guardian clears through Pershing, LLC (an affiliate of The Bank of New York Mellon). Pershing is a leading global provider of financial business solutions with
over $831 billion in assets held in custody. Capital Guardian combines the flexibility and personal touch of a small firm with access to some of the most sophisticated financial planning and investment solutions in the world.
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