Margaret Pope
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Rob Ruiz created the group
Cost Basis 7 years, 11 months ago -
Ray Shirley joined the group
Compliance 8 years ago -
Ray Shirley joined the group
Trading 8 years, 6 months ago -
Melissa McCune's profile was updated 8 years, 6 months ago
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Ray Shirley replied to the topic Financial Planning and Orion integration in the forum Integrations 8 years, 7 months ago
Speaking purely to the MGP integration with Orion, while we aren’t able to send multiple accounts from different households to one plan or multiple households to one plan in MoneyGuidePro, MGP allows you to assign accounts to specific goals in the plan within their investment assets area of the plan. I believe MGP also has a separate conversation…[Read more]
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Ray Shirley and
Kate Goodby are now friends 8 years, 7 months ago -
Ray Shirley changed their profile picture 8 years, 7 months ago
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Ray Shirley and
Alex Svehla are now friends 8 years, 8 months ago
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Ray Shirley and
Karin Kingkade are now friends 8 years, 8 months ago
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Melissa McCune and
Tanner Bock are now friends 8 years, 10 months ago
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Brad Corrigan and
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Ray Shirley and
Josh Benson are now friends 8 years, 10 months ago -
Rob Ruiz and
Mike McCombs are now friends 8 years, 10 months ago
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Ray Shirley and
Tyler Vacek are now friends 8 years, 11 months ago
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Ray Shirley joined the group
Performance 9 years ago -
Melissa McCune and
Amanda Steinspring are now friends 9 years ago
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Ray Shirley and
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Ray Shirley posted an update 9 years ago
studying for the CFP
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Melissa McCune and
Edward Sempek are now friends 9 years ago
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Brad Corrigan and
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