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3900 Westerre Pkwy Suite 300

Richmond, VA 23233

Investment advisory services are offered through Sequent Planning, a Registered Investment Adviser. Insurance products and services are offered through SurePoint Financial, which is not affiliated with Sequent Planning. James Crooks Jr. is both a licensed insurance agent and an Investment Adviser Representative. Advisory and insurance services are separate and distinct, and are offered through different entities.  Broker Check

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