Liane Warcup (CRD# 2898258) is an Investment Advisor Representative working at Clarus Financial Planning in Geneva, IL and has over 26 years of experience in the finance industry. Liane Warcup has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5569194
Amplify Investments LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clarus Financial Planning | Geneva, IL | Jul 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
| S66 | NASAA Uniform Combined State Law Examination | May 2004 |
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
IL, TX
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