March 18, 2020
Ep #247: Leveraging Technology and Broker/Dealer Experience - The Career of Cliff Downie
Cliff Downie is the owner of Downie Financial Group, a fee-only firm in Orange County, California. Cliff has spent his career in this industry, starting at Merrill Lynch before moving to a big, independent Broker/Dealer, and then ultimately becoming the owner of his own RIA. He joins …
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