Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, lectured during the Wealth Management EDGE conference on how to convert an expensive, tax-inefficient portfolio to a lower cost, more tax-efficient portfolio.
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D. Vance Barse is an investment adviser representative with and offers advisory services through Commonwealth Financial Network®, a Registered Investment Adviser.