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James M. Caswell, III, CFP®

James M. Caswell, III, CFP®

Vice President

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), CA insurance license #0I51385.