Jeff Manwaring
Wealth Advisor at Avidian Wealth Solutions- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Houston, Texas, United States, US
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Bio
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Credentials
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Certified Financial Planner (CFP)
Certified Financial Planner Board of Standards (CFP)Feb, 2012- Nov, 2024
Experience
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Avidian Wealth Solutions
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United States
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Financial Services
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1 - 100 Employee
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Wealth Advisor
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Sep 2021 - Present
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FCA Corp
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United States
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Financial Services
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1 - 100 Employee
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Financial Planner
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Jan 2008 - Sep 2021
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Education
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Rice University
CERTIFIED FINANCIAL PLANNER™ Education Program -
Stephen F. Austin State University
Bachelor of Business Administration - BBA, Finance, Business Management
Community
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