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About PAG

As members of Private Advisor Group, a nationwide network of seasoned financial advisors, we receive dynamic service, vigilant risk-management in the form of compliance and supervisory oversight, and access to a community of like-minded advisors with whom we share best practices. By outsourcing the compliance functions, we are able to focus our attention on delivering the best service and strategies for our clients.

 

Value added services

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Dynamic service

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Dedicated transition team

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Compliance and supervisory oversight

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Wide array of investment strategies

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Quarterly performance reports

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Built-in succession plan

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Tight knit community

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Practice Growth Support

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