Yes, at least in the beginning. We require detailed information about your financial history. After the initial data gathering, periodic updates will be necessary, but will be less time consuming.
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Securities offered through 1st Global Capital Corp, Member FINRA/SIPC. Investment Advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of AL, AZ, CA, CO, FL, GA, MI, MO, NM, OK, TX. This is not an offer to sell securities in any other state or jurisdiction.
This firm is not a CPA firm.