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Crockett Speer
Corporate Retirement Plan Specialist at Denovo Advisory
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Work Experience
May 2020 - Present · 4 years and 8 months
Corporate Retirement Plan Specialist
May 2022 - Present · 2 years and 8 months
Associate
May 2020 - May 2022 · 2 years
Founder & Managing Partner
Jul 2018 - Present · 6 years and 6 months
Company Details
11-50 Employees
We are your resource, auditing financial products for professional advisors, individuals, and business owners. We proactively review, audit, and design strategies for our clients. It’s challenging to be confident that you are making the right financial decision in a world with so many opinions. DeNovo Advisory Group members have been providing process-driven, fact-based options to financial advisors, accountants, attorneys, business owners, and high net worth individuals for over a decade. There are hundreds of financial institutions, thousands of financial vehicles, and millions of opinions. Our job is to simplify the complicated. In a historically transactional industry, DeNovo Advisory Group has systems in place to equip our clients with a better understanding of their financial products and how to manage those assets in the most efficient manner possible.
Year Founded
2010
Social Media
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Industry
Financial Services
HQ Location
Dallas, Texas 75251, US
Keywords
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