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The CFA Institute has published a series of articles for individual investors entitled "What Every Investor Should Know".  For your convenience, we have included links to these informative articles below:  


investment advisor

Choosing a Financial Advisor

Why Select a CFA Charterholder?

Defining Your Investment Objectives

CFA Institute Cautions Investors on 12 Common Mistakes

Managing the Relationship Between You and Your Adviser


 

 

 

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Wimmer Associates LLC
Pasadena, CA 91105
2005. All Rights Reserved.


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