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Work Experience
Partner | Principal Securities Financial Advisor
May 2004 - Present · 20 years and 8 months
Company Details
West Point Business Group is a firm of industry leading professionals in the field of financial services ranging from corporate qualified plan management to the management services of personal wealth. At WPBG we measure our success in our client’s ability to accomplish their goals. Our mission is to be our clients’ financial strategists focused on growing and protecting their wealth. Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, Member SIPC, Des Moines, IA 50392. C.Clayton Perry and Keola J. Elobt, Financial Representative of Principal National Life Insurance and Principal Life Insurance Companies, Principal Securities Registered Representative and Financial Advisor. West Point Business group is not affiliated with Principal Securities Inc.
Year Founded
2007
Social Media
Linkedin
Industry
Financial Services
HQ Location
7077 Bonneval Road, Suite 380 Jacksonville, Florida 32216, US
Keywords
Nonqualified Corporate Retirement PlansQualified Corporate Retirement PlansWealth Planning Managementand Financial Strategies
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