XYPN

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XYPN makes it possible. XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technol... Read more

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Business Development

Headquarters

Employees

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CEO & Co-founder

Alan Moore

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Chief Investment Strategist

Chief People Officer

Managing Director Of XYPN Compliance

Co-founder, Director Of Slowing Things Down

Director Of Product And Lifecycle Marketing

Taylor Deardorff

Vice President Of Service Operations

Teams

Leadership Team

13 members

Operations

11 members

Human Resources and Compliance

8 members

Customer Support and Engagement

8 members

Finance and Accounting

8 members

Sales and Marketing

6 members

Offices

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