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James M. Conole at Root Financial Partners Wealthminder
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The 7 Best San Diego Financial Advisors (2024 Update)
WebFeb 18, 2024 · Root Financial Partners is part of the Finance industry, and located in California, United States. Root Financial Partners Location 125 S Hwy 101 Ste 101, Solana Beach, California, 92075, United States Description Industry Finance General Finance Discover more about Root Financial Partners Dan Degheri Work Experience and Education WebRoot Financial Partners Firm's CRD Number: 290289 By the Numbers Total Assets Under Management 133 MILLIONS Total Number of Accounts 752 ACCOUNTS Average Account Value $176,346 Compensation Options A percentage of assets under your management Hourly charges Fixed fees (other than subscription fees) Advisory Services Offered WebIn just over 10 minutes, you’ll discover the top things people wish they’d known before transitioning into retired life. We call it a course because it contains valuable wisdom that … blue chair bay coconut rum ingredients