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Schwab Institutional is one of the nation's largest financial services firms. They provide related financial services for over 7 million active accounts with more than $1 trillion in assets. The firm has been in this line of business for over 30 years. www.schwab.com |
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Fidelity Investments is an international provider of financial services and investment resources. Although it was at one point known only as a mutual fund company, Fidelity has evolved tremendously over the years to provide a much wider range of services. Likewise, Fidelity is responsible for many innovations that are industry standards today. www.fidelity.com |
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TD Ameritrade Institutional provides comprehensive brokerage and other financial services to over 2,400 independent financial advisors and their clients. TD Ameritrade Institutional has serviced advisors for over 10 years, providing advisors and clients with world-class service, cutting-edge technology and a comprehensive offering of products and services. www.tdameritrade.com |
 | WiserAdvisor.com is a revolutionary new way to find the best financial advisor to meet specific goals. They have developed three different search methods to help select the best advisors. www.wiseradvisor.com |
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The Certified Financial Planner Board of Standards benefits the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The Board of Directors acts on behalf of the public, CFP® certificants, and other stakeholders. www.cfp.net |
 | The Financial Planning Association is a leadership and advocacy organization connecting those who provide, support, and benefit from professional financial planning. The FPA represents a promise of financial well-being, hoping to create a world where everyone thrives and prospers. www.fpaforfinancialplanning.org |
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The CFA Institute is the global, not-for-profit association of investment professionals that awards the CFA® designation. They promote the highest ethical standards and offer a range of educational opportunities online and around the world. www.cfainstitute.org |
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