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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
The news comes three years after NFP moved to sell its advisory brokerage business -- with 1,400 advisors -- to Stone Point Capital.
Why the rule works better now than before, and other highlights from JPAM’s latest Guide to Retirement.
The Lincoln Financial executive corrected the record Monday, during an interview at the ILTCI Conference.
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