Del Mar Times

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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