Merg Layouts - Account Management | Manage Advisors

Advisor Credit Exchange

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Manage Advisors

Manage your company advisors

Name	Department	Job Title	Email	Status	Actions
Advisor Name	Department Name	Advisor Title	advisor@gmail.com	Assigned	View all clients more_vert
Advisor Name	Department Name	Advisor Title	advisor@gmail.com	Assigned	View all clients more_vert
Advisor Name	Department Name	Advisor Title	advisor@gmail.com	Assigned	View all clients more_vert
Advisor Name	Department Name	Advisor Title	advisor@gmail.com	Assigned	View all clients more_vert
Advisor Name	Department Name	Advisor Title	advisor@gmail.com	Assigned	View all clients more_vert

Name	Email	Phone Number
Client Name	client@gmail.com	+00 1234 5678
Client Name	client@gmail.com	+00 1234 5678
Client Name	client@gmail.com	+00 1234 5678
Client Name	client@gmail.com	+00 1234 5678
Client Name	client@gmail.com	+00 1234 5678
Client Name	client@gmail.com	+00 1234 5678
Client Name	client@gmail.com	+00 1234 5678

You are overriding the current advisor of the following clients. Do you want to continue?

Name	Current Advisor
Client Name	Advisor Name
Client Name	Advisor Name
Client Name	Advisor Name