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Provides CPAs with the ability to offer investment advice to clients without having to deal with compliance, registration, reporting, and filing issues.
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CPA Investment Network As with the ability to offer superior investment advice without having to deal with the difficult issues of compliance, registration, and reporting. CPA Investment Network is not a broker/dealer and will never compromise your public accounting practice or good name....For advisors who want to offer diversified stock portfolios in an easy to use managed account program.
http://www.folioadvisor.com/