Sequent Planning Employee Directory

Sequent Planning, LLC is a Registered Investment Advisor committed to upholding a fiduciary standard of care. Our Investment Advisor Representatives agree to the following: 1) We will always put our clients' best interests first - ahead of our own and that of our firm and its employees. As defined by federal law, we will act as a fiduciary. 2) When... selecting investments and/or investment strategies, we will act as the client's agent, seeking the best investments at the best prices at all times. 3) While neither we nor anyone can promise superior investment returns, we will provide impartial advice and act with skill, care, diligence and good judgment. 4) We will provide full and fair disclosure of all important facts, including our compensation from the providers of the products and services we offer, as well as all fees we pay to others on your behalf. 5) We will fully disclose and fairly manage any unavoidable conflicts in our clients' favor.Read More