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Miles, a former principal at AdvicePeriod, plans to help the RIA expand services to clients and get employee-owned Freestone national name recognition to lure more advisors to its ranks.
The former TDAI executive spent the last days of 2020 studying for his CFP exam and taking a hard look at the regulatory landscape that faces financial planners in 2021.
Andrew Stotler details his journey from Edward Jones' anti-money laundering review division to starting his own business by knocking on doors to get clients.
