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Modeling Portfolios: Mutual Funds Versus Individual Stocks

Grant Smith 3/16/21 Grant Smith 3/16/21

Modeling Portfolios: Mutual Funds Versus Individual Stocks

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The Financial Consultants at Vintage Wealth Advisors are also registered with and Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Vintage Wealth Advisors, a registered investment advisor. Financial Advocates Investment Management, Vintage Wealth Advisors and LPL Financial are separate entities. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Grant Clinton Smith is licensed to sell insurance in the state of California. His state of domicile and principal place of business is California. CA insurance license #4010823