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Clients
TYPES OF CLIENTS WE SERVE
TESTIMONIALS:
Since our Clients are not allowed to use Testimonials in their advertising, neither will we.
FEE ONLY FINANCIAL PLANNERS
DISCRETIONARY ADVISERS
NONDISCRETIONARY ADVISERS
PRIVATE FUND ADVISERS
QUANT SHOPS
FOREIGN ADVISERS
UNREGISTERED ENTITIES
INVESTMENT COMPANY ADVISERS
WRAP PROGRAM SPONSORS
SMA SUB-ADVISERS
UMA Model Providers
Pension Consulting Advisers
Mid-Size Advisers
Multi-State Advisers
Internet Advisers
High-Frequency Bloggers
State-Registrants in all 50 States
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