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Intelligent Investing

Intelligent Investing is a financial advisor firm located in Greenville, South Carolina. The firm oversees $31.1 million in assets across 110 customer accounts. Intelligent Investing has a small team of three employees, of which two are financial advisors. Intelligent Investing is …

Actived: 4 days ago

URL: https://smartadvisormatch.com/advisor-firm-network/south-carolina/intelligent-investing-286436

Vantage Investing LLC

(7 days ago) Vantage Investing LLC is a financial advisor firm based in Tucson, Arizona. The firm handles $12.5 million in assets throughout 48 client accounts. The firm has a small team of one employee who is a financial advisor. Vantage Investing LLC is not a …

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Places Where Residents Invest the Most

(8 days ago) The places where residents are investing the most do not seem to fluctuate significantly between years. All 10 metro areas in this year’s edition of our study also ranked in the top 10 last year, albeit in a different order. Large differences across metros. The extent to which residents invest varies significantly across metro areas.

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Places where Residents Invest the Most SmartAdvisor Match

(6 days ago) In order to rank the places where residents are investing the most, we looked at data for the 100 largest metro areas. Specifically, we compared them over the following three metrics: Investment income as a percent of overall income. This is total investment income, including income from dividends and capital gains, as a percent of all income.

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Etf Momentum Investing, LLC

(2 days ago) Etf Momentum Investing, LLC is a financial advisor company located in Indianapolis, Indiana. It handles $1.9 million in total assets throughout 11 client accounts. Etf Momentum Investing, LLC has a small team of one employee who is a financial …

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Next Generation Investing, LLC

(4 days ago) Next Generation Investing, LLC is a company that has its headquarters in Topeka, Kansas. It controls $55 million in total assets among its 174 accounts, making it one of the smaller firms in the country by assets under management. Of its 174 customer accounts, 43% are held by high-net-worth clients who have greater than $1 million in investable

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Keith Stacy Financial Advisor

(3 days ago) Smartplan Investing is an advisory firm that has its headquarters in Jupiter, Florida. The firm has offices in two locations and a total of six people on staff. The firm offers a set of services, including financial planning services, educational seminars and other services.

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Joseph Ney Financial Advisor

(9 days ago) Reliance Investing, Inc is a registered investment company headquartered in Sandy, Utah. The investment advisory business has just three financial advisors. It administers $41 million in assets across its 230 customer accounts, placing it among the smaller financial advisory firms in the nation by assets under management.

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Drew Fraser Financial Advisor

(5 days ago) Drew Fraser is an advisor in Brentwood, Tennessee. Currently a registered investment advisor with Prove Investing LLC, Fraser has 13 years of practice as a financial advisor. Fraser has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor represen

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Robroy Wiley Financial Advisor

(4 days ago) Robroy Wiley is a financial advisor whose office is in Jupiter, Florida. Currently a registered financial advisor with Smartplan Investing, Wiley has 14 years of professional experience as a registered advisor. Wiley maintains a Series 65 license, qualifying the advisor as …

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Robert Cenko Financial Advisor

(7 days ago) Robert Cenko is a financial advisor who works out of San Diego, California. Currently a registered investment advisor at Reliance Investing, Inc, Cenko has 14 years of practice as a financial advisor. Cenko holds Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative.

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Forest Fox Financial Advisor

(5 days ago) Forest Fox is a financial advisor based in Rancho Cucamonga, California. Currently an advisor at Fox Investing, they have accumulated an impressive 33 years of professional experience as a financial advisor. Fox maintains Series 63 and Series …

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Roy Wiley Financial Advisor

(1 days ago) Roy Wiley is an advisor who lives in Jupiter, Florida. Currently an investment advisor at Smartplan Investing, Wiley has a notable 28 years of practice as a registered investment advisor. Wiley holds Series 63 and Series 66 licenses, qualifying them as a …

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Destry Witt Financial Advisor

(Just Now) Reliance Investing, Inc is a registered investment business headquartered in Sandy, Utah. The firm has just three advisors. It manages $41 million in assets across its 230 accounts, placing it among the smaller investment advisory firms in the nation by assets under management. Of its 230 accounts, 35% belong to high-net-worth investors who

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Samuel Cornell Financial Advisor

(6 days ago) Vantage Investing LLC is an advisory company based out of Tucson, Arizona. It handles $13 million in total assets between its 48 customer accounts, placing it among the smaller financial advisory firms in the United States by assets under management. Vantage Investing Llc offers portfolio management for individuals and small businesses.

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Joseph Barnas Financial Advisor

(6 days ago) Joseph Barnas is an investment advisor whose office is in New York, New York. Currently a registered advisor at Woodbury Financial Services, Inc, they have accumulated 16 years of work experience. Barnas has a Series 66 license, which qualifies the advisor as both a …

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Barbara Rac Financial Advisor

(Just Now) Barbara Rac is a financial advisor whose office is in Dayton, Ohio. Currently an advisor with Fidelity Personal And Workplace Advisors, they have accrued 10 years of practice in the financial advisory industry. Rac has Series 63 and Series 65 licenses, designating them as both a securities agent

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David Koetje Financial Advisor

(5 days ago) David Koetje is an advisor whose office is in Grand Rapids, Michigan. Currently a registered investment advisor with Cambridge Investment Research Advisors, Inc, Koetje has 14 years of work experience. Koetje has Series 63 and Series 66 licenses, which qualify the advisor as a securities agent. Koetje can advise clients based out of Michigan.

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