Malcolm Thomas

Director of Advisor Success at XY Planning Network - Bozeman, MT, US

Malcolm Thomas's Colleagues at XY Planning Network
Travis Johnson

Director Of Compliance

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Anja Sofronievski

Self Employed

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Proton mail

Game Manager

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Vaibhav Pathak

Software Developer

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Rakesh Suman

MT

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sanju dwivedi

Yes

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Kori Lennon

Director of Advisor Education

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Malcolm Thomas's Contact Details
Email (Verified)
***@xyplanningnetwork.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Bozeman, Gallatin County, Montana, United States
Company
XY Planning Network
Malcolm Thomas's Company Details
XY Planning Network logo, XY Planning Network contact details

XY Planning Network

Bozeman, MT, US • 100 - 249 Employees
Financial Services

XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y clients.Co-founders Alan Moore and Michael Kitces developed XYPN to create a network that supports and encourages financial advisors who want to forge a new path in the industry. We offer comprehensive resources to help you run better and more successful business.Our mission? To provide a turnkey solution for startup firms, existing financial planning practices, and large firms looking to better serve next-gen clients.Whether you're an established advisor already working with Gen X and Gen Y clients, or you're looking to start your own firm, XY Planning Network is here to help.

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Frequently Asked Questions about Malcolm Thomas
Malcolm Thomas currently works for XY Planning Network.
Malcolm Thomas's role at XY Planning Network is Director of Advisor Success.
Malcolm Thomas's email address is ***@xyplanningnetwork.com. To view Malcolm Thomas's full email address, please signup to ConnectPlex.
Malcolm Thomas works in the Financial Services industry.
Malcolm Thomas's colleagues at XY Planning Network are Travis Johnson, Anja Sofronievski, Proton mail, Vaibhav Pathak, Rakesh Suman, sanju dwivedi, Kori Lennon and others.
Malcolm Thomas's phone number is N/A
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