PlanPrep forms new tie

The founder and chief strategist for PlanPrep of Carmel Valley recently announced its new custodian relationship with TD Ameritrade.

“TD Ameritrade’s proprietary technology provides a sophisticated trading platform along with a highly experienced service team,” Burt Williamson said.

Williamson is a certified financial planner with extensive experience serving affluent clients. PlanPrep is a wealth management firm specializing in retirement, estate and business matters. PlanPrep LLC is a Registered Investment Adviser.

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Posted by on Sep 9, 2009. Filed under Archives. You can follow any responses to this entry through the RSS 2.0. You can leave a response or trackback to this entry

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