TJ Middlesworth
@middlesworthtbakerboyer-com
Active 1 year, 4 months ago-
Ray Shirley joined the group
Compliance 8 years ago -
Ray Shirley joined the group
Trading 8 years, 6 months ago -
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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Brad Corrigan and
Tanner Bock are now friends 8 years, 10 months ago
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Ray Shirley and
Josh Benson are now friends 8 years, 10 months ago -
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 -
Ray Shirley and
Amanda Steinspring are now friends 9 years ago
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Ray Shirley posted an update 9 years ago
studying for the CFP
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Brad Corrigan and
Edward Sempek are now friends 9 years ago
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Ray Shirley and
Amy Strickland are now friends 9 years, 1 month ago
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Brad Corrigan and
Jason Slininger are now friends 9 years, 1 month ago
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Brad Corrigan and
Lisa Valentine are now friends 9 years, 1 month ago
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Ray Shirley and
Nate Lozeau are now friends 9 years, 1 month ago
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Ray Shirley and
Benjamin Rawlings are now friends 9 years, 1 month ago
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Ray Shirley joined the group
Platform Support 9 years, 1 month ago - Load More
