benefits of working with an ria

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William J. Prentice II, AWMA, CFP® Prentice Wealth Management, LLC The Benefits of Working with a Registered Investment Advisor (RIA)

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Page 1: Benefits of Working with an RIA

William J. Prentice II, AWMA, CFP®

Prentice Wealth Management, LLC

June 6, 2012

The Benefits of Working with a Registered Investment Advisor (RIA)

Page 2: Benefits of Working with an RIA

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

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

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

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

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

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

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

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

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

Securities offered through Cadaret, Grant & Co. Inc. Member FINRA/SIPC. Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities.