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Business Description |
| Highest 5 STAR Advisor Rating, ranked Top 10% of U.S. Financial Advisors based on competency, integrity, and various risk factors by Paladin Registry. World-class financial services firm providing wealth management, money management, financial planning, investment advisory, retirement planning & investment portfolio services. Affordable fee-based structure, no conflicts of interest. Top credentials and experience bring results! Serving Santa Barbara, SLO, Santa Maria, Ventura, Oxnard, Los Angeles, Thousand Oaks & Westlake region. |
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| Prepared By: |
Kipley J. Lytel, CFA |
| Most Recent Update: |
04/29/2008 |
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