Companies similar to CAPITOL PARTNERS
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  • www.toddcausey.com
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Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states..
Relevance: 21.830978
  • orgpag.com
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Advisory Services offered through ORG Partners. ORG Partners, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The..
Relevance: 21.121809
  • cicinvestmentconsultants.com
CIC Investment Consultants, LLC is a registered investment adviser in the states of Arkansas, Illinois and Florida. Accordingly, it may not provide, and is not offering to provide by this website, investment advisory services to persons who are a..
Relevance: 21.059515
  • lifeplan-financial.com
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LifePlan Financial, LLC was founded in 2005. We are an independent Registered Investment Adviser. This designation means we have a fiduciary duty to our clients, obligating us to put our clients' best interests ahead of our own... LifePlan..
Relevance: 20.603695
  • idirectpmfund.com
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The Fund is distributed by iCapital Securities, LLC, an SEC-registered broker-dealer and member of FINRA and SIPC. iCapital Registered Fund Adviser, LLC (the "Adviser"), an affiliate of iCapital Securities, serves as the investment adviser to the..
Relevance: 20.517485
  • www.capitolpartners.com
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Capitol Partners or its representatives may only transact business in any state if first licensed, excluded, or exempted from the state's investment adviser or investment adviser representative licensing requirements. Disclaimers and Disclosures...
Relevance: 20.50221
  • www.rsjah.com
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A broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's..
Relevance: 20.406956
  • www.pwa-law.com
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Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states..
Relevance: 20.347094
  • 1834investmentadvisors.com
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1834 Investment Advisors Co. is an SEC registered investment adviser and wholly owned subsidiary of Old National Bancorp, a publicly traded bank holding company. Registration of an investment adviser does not imply any level of professional..
Relevance: 20.335695
  • www.ridgedalefinancialadvisors.com
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The registered representative(s) or investment adviser representative(s) referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state..
Relevance: 20.211288
  • johnsonbrunetti.com
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JB Capital LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Information presented is for educational purposes only and is..
Relevance: 20.067467
  • www.investorprotectionservices.com
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Investor Protection & Management Services, LLC, is registered as an investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment..
Relevance: 20.02691
  • franklin-street.com
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Franklin Street Advisors, Inc., is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply any level of skill or training...
Relevance: 19.967718
  • ccm.investments
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CCM Investment Management is a Registered Investment Adviser established in 2017. As an Investment Adviser, CCMIM provides portfolio management, investment advice, and financial planning on an assets under management and fee for service basis. CCMIM..
Relevance: 19.967615
  • ogradyfinancial.com
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O'Grady Financial LLC is a Registered Investment Adviser. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments..
Relevance: 19.897598
  • fundontology.com
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Semantic Compliance® is an ontological approach to regulatory reporting and oversight. The Fund Regulation Ontology defines semantic rules that implement laws and regulations of Dodd-Frank and the Investment Adviser Act. The prototype release..
Relevance: 19.878708
  • interactfa.com
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InteractFA is not a Registered Investment Adviser, does not offer securities or investment advisory services, and has no affiliation with any Registered Investment Adviser or Broker-Dealer... InteractFA offers financial advisors access to impactful..
Relevance: 19.806358
  • www.risleycm.com
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Risley Capital Management is an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an..
Relevance: 19.61609
  • www.mycertifiedteam.com
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Bridges Capital LLC is an SEC Registered Investment Advisor with a Florida Licensed Certified Public Accountant managing member... Bridges Capital LLC is a Registered Investment Adviser with the SEC. Registration as an investment adviser does not..
Relevance: 19.563913
  • tnfinancialpartners.com
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Investment adviser representative and registered representative of, and securities and investment advisory services offered through, Voya Financial Advisors, Inc. (member SIPC)... Federal and state insurance and securities rules and regulations..
Relevance: 19.48093
  • www.advantagewealthmanagement.com
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Advantage Wealth Management is a service oriented, customer first, financial services company. We take pride in our personal, professional service that we provide to our valued clients... Advantage Wealth Management, L.L.C. and Theresa Aguillard are..
Relevance: 19.436184
  • gcgda.com
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GCG is not a registered broker, dealer, investment adviser, investment manager or registered funding..
Relevance: 19.427032
  • www.crowcreekwealth.com
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Crow Creek Wealth, LLC is a registered investment adviser. This website is only intended for clients and interested investors residing in states in which the Adviser is qualified to provide investment advisory services or is exempt from this..
Relevance: 19.387453
  • www.royaltywealthmanagement.com
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Advisory Services offered through Royalty Wealth Management, Inc. ("RWM"). RWM is an Illinois registered investment adviser. For information pertaining to the registration status of RWM, please contact RWM or refer to the Investment Adviser Public..
Relevance: 19.361029
  • www.koehnfinancial.com
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(1) A broker-dealer, investment adviser, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker-..
Relevance: 19.304564
  • www.flagstonefm.com
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Flagstone Financial Management is proud to be a fee-only financial planning and investment management firm... Flagstone Financial Management is an SEC registered investment adviser. Registrations as an investment adviser does not imply a certain..
Relevance: 19.285019
  • www.tomasablanno.com
Adviser and Advisory Representative may only transact business in this state if first registered, excluded, or exempted from state Investment Adviser and Advisory Representative registration requirements...
Relevance: 19.199434
  • saunderspc.com
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Saunders Financial, LLC is a registered investment adviser in the state of Michigan. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for..
Relevance: 19.114332
  • wealthbllc.com
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WealthBuilders is a fee-only, fiduciary Registered Investment Advisor - this means I am only compensated by my clients and am legally required to put their interests first... WealthBuilders, LLC is registered as an investment adviser and only..
Relevance: 19.083601
  • www.wnyfg.com
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Western New York Financial Group, LLC is an investment adviser registered with the Securities and Exchange Commission. The adviser may transact business in states where it is appropriately registered or notice filed, or where it is excluded or..
Relevance: 19.082594