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Alan Moore
Work history
XY Planning Network
CEO & Co-FounderCurrent (over 11 years)AdvicePay
CEO & Co-FounderCurrent (about 9 years)Serenity Financial Consulting, LLC
Founder & Financial PlannerMay 2012 - Jul 2015 (about 3 years)NAPFA Genesis
Committee ChairMay 2011 - May 2014 (about 3 years)Creative Council - FUEL Milwaukee
Board MemberSep 2012 - May 2013 (8 months)University of Georgia
Graduate AssistantAug 2009 - Dec 2010 (over 1 year)
Contact Information
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Organization
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Description
Turn-key investment management and established solutions for every client. XYPN Invest is here to help!
Company phone+14064139200
Company websitexyplanningnetwork.com
LocationBozeman, Montana, United States, 135 E Main St
Industryfinancial services
Employees180
Founded at2014
Annual revenue32M
Twittertwitter.com/xyplanning
LinkedInlinkedin.com/company/xypn
Facebookfacebook.com/xyplanningnetwork
Angellistangel.co/xy-planning-network
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