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Allan Harkness
Work history
FOUNDATION FOR LEGACY PLANNING INC
PresidentCurrent (over 8 years)Peak Brokerage Services
Founding PartnerCurrent (over 15 years)Peak Wealth Group, LLC
PresidentCurrent (over 17 years)Highland Financial Advisors, LLC
OwnerCurrent (over 24 years)Cape Securities, Inc.
Chief Investment OfficerJan 2009 - Jan 2010 (about 1 year)
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Description
FOUNDATION FOR LEGACY PLANNING INC is a nonprofit organization management company based out of Saint Augustine, Florida, United States.
Company websitelegacyplan.org
LocationSaint Augustine, Florida, United States, 4475 US-1 S
Industrynonprofit organization management
Employees4
Founded at2017
LinkedInlinkedin.com/company/foundation-for-legacy-planning-inc
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