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Saunders & Associates
Financial Management
3204 Long Prairie Road, Suite D
Flower Mound, Texas 75022-2718
972-724-9644
jamie.oder@lpl.com
www.lpl.com/sa
Age: 22
Title: manager, registered advisory representative
Education: BA in financial planning, Kansas State University, 2004
Joined the firm: January 2005
Number of employees at the firm: 6
Compensation method: Fee-only
Prior work experience: Intern, GTrust
Professional designations: Studying for CFP
Outside interests: Athletics
But Van Hesser says those U.S. consumers could vote to knock everything down.
The case concerns Mark Munizzi and his role overseeing a broker's uncovered-options strategy and related issues.
The November total is flat from a year ago, but the number of RIA deals is up 36% year to date, Fidelity says.
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