News » Advisor David James quoted in Financial Advisor Magazine on banking crisis

Advisor David James quoted in Financial Advisor Magazine on banking crisis

On the banking crisis: What should investors do? Coastal Bridge Advisors’ Managing Director/Advisor, David James, was quoted in a recent Financial Advisor Magazine story regarding the fears amid recent banking failures. Read the full article here: https://lnkd.in/gheSAXur.

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¹ This award was issued by Five Star Wealth Professional on September 29, 2022 for the time period 2/28/2022 through 9/2/2022. Fee paid for use of marketing materials. To receive this honor, a wealth manager must satisfy 10 objective eligibility and evaluation criteria.

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