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  • www.meritfinancialadvisors.com
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This model allows our clients to utilize The Private Trust Company to provide professional trust administrative services while we provide investment management services... Lori R. Price, CFP® is the Founder, President and CEO of Price Financial..
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  • www.plannersearch.org
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FPA PlannerSearch offers basic information on CFP® professional members of FPA. Consumers are encouraged to learn about any disciplinary issues of listed members by using the tools available from the Securities and Exchange Commission (SEC), FINRA's..
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