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Gradney & Vistica Financial Management, LLC, a Carlsbad, Calif. –based wealth management firm, has joined the BAM Advisor Network. Gradney & Vistica provides individual fee-based wealth management services and 401(k) consulting services to clients throughout
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BAM Advisor Services, LLC, one of the country’s leading turnkey asset management providers (TAMP), announces that The Cogent Advisor, LLC has joined the BAM Advisor Network. Founded by Michael J. Evans, The Cogent Advisor is an independent wealth management firm serving financial industry professionals and other Chicago-area investors.
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This popular report lists the biggest movers and shakers in the accounting profession. Some names may be familiar. However, this year there are a number of new inductees, and while some of the choices may even be considered controversial, we prefer to call them "cutting edge."
Click here to view Mont Levy in the 2009 list
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BAM was highlighted once again in CPA Wealth Provider Magazine's fourth annual ranking of CPA/financial planning firms by assets under management (AUM/AUA). 76 firms within the BAM Advisor Services, LLC community were represented in different categories in the "Wealth Magnet" List with AUM of over $7 Billion. Official rankings were published in the magazine's July 2010 issue. CPA Wealth Provider is an independent, unaffiliated third party. The rankings are not indicative of an advisor’s performance and are not representative of any client’s experience. The numbers contained herein are deemed reliable but accuracy cannot be guaranteed. |
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