Black Card Circle , Ria
Black Card Circle® Registered Investment Advisor (RIA) firm is a separate and independent entity from Black Card Circle® and is registered with the State of California. Our assets are custodied through Charles Schwab & Company. As fully independent advisers, abiding by Certified Financial Planner (CFP®) Board guidelines, we place our clients' interests above our own. We are advisers who hold the highest standards in professional excellence and maximize our collective experience and talents in building long lasting relationships with clients. Visit http://BlackCardCircleRIA.com for more information.
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
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Ryan Tape
Financial Adviser · Finance & Accounting
EmailPhone - KH
Kevin Holmes
Financial Advisor · Finance & Accounting
EmailPhone
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Top roles at Black Card Circle , Ria
2 distinct titles indexed · top 2 shown.
- 1financial adviser
- 1financial advisor
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