Benefits of Working with an RIA
Transcript of Benefits of Working with an RIA
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William J. Prentice II, AWMA, CFP®
Prentice Wealth Management, LLC
June 6, 2012
The Benefits of Working with a Registered Investment Advisor (RIA)
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Securities offered through Cadaret, Grant & Co. Inc. Member FINRA/SIPC. Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities
![Page 3: Benefits of Working with an RIA](https://reader034.fdocuments.in/reader034/viewer/2022050922/55b1088cbb61ebeb598b484d/html5/thumbnails/3.jpg)
Securities offered through Cadaret, Grant & Co. Inc. Member FINRA/SIPC. Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities
![Page 4: Benefits of Working with an RIA](https://reader034.fdocuments.in/reader034/viewer/2022050922/55b1088cbb61ebeb598b484d/html5/thumbnails/4.jpg)
Securities offered through Cadaret, Grant & Co. Inc. Member FINRA/SIPC. Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities
![Page 5: Benefits of Working with an RIA](https://reader034.fdocuments.in/reader034/viewer/2022050922/55b1088cbb61ebeb598b484d/html5/thumbnails/5.jpg)
Securities offered through Cadaret, Grant & Co. Inc. Member FINRA/SIPC. Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities
![Page 6: Benefits of Working with an RIA](https://reader034.fdocuments.in/reader034/viewer/2022050922/55b1088cbb61ebeb598b484d/html5/thumbnails/6.jpg)
Securities offered through Cadaret, Grant & Co. Inc. Member FINRA/SIPC. Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities
![Page 7: Benefits of Working with an RIA](https://reader034.fdocuments.in/reader034/viewer/2022050922/55b1088cbb61ebeb598b484d/html5/thumbnails/7.jpg)
Securities offered through Cadaret, Grant & Co. Inc. Member FINRA/SIPC. Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities.
![Page 8: Benefits of Working with an RIA](https://reader034.fdocuments.in/reader034/viewer/2022050922/55b1088cbb61ebeb598b484d/html5/thumbnails/8.jpg)
Securities offered through Cadaret, Grant & Co. Inc. Member FINRA/SIPC. Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities.
![Page 9: Benefits of Working with an RIA](https://reader034.fdocuments.in/reader034/viewer/2022050922/55b1088cbb61ebeb598b484d/html5/thumbnails/9.jpg)
Securities offered through Cadaret, Grant & Co. Inc. Member FINRA/SIPC. Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities.
![Page 10: Benefits of Working with an RIA](https://reader034.fdocuments.in/reader034/viewer/2022050922/55b1088cbb61ebeb598b484d/html5/thumbnails/10.jpg)
Securities offered through Cadaret, Grant & Co. Inc. Member FINRA/SIPC. Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities.
![Page 11: Benefits of Working with an RIA](https://reader034.fdocuments.in/reader034/viewer/2022050922/55b1088cbb61ebeb598b484d/html5/thumbnails/11.jpg)
Securities offered through Cadaret, Grant & Co. Inc. Member FINRA/SIPC. Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities.