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Fredrick Standfield

Duluth, GA

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Indyfin Verified Advisor

Scott O’Brien

CFP®EA Austin, TX

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Indyfin Verified Advisor

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  • SEC & Regulatory Checks Performed
  • Fiduciary Duty
  • Reputable Custodial Platform

    Must custody your assets with reputable custodian such as Altruist, LPL, Goldman Sachs, Charles Schwab, TD Ameritrade, Fidelity, Bank of New York Mellon, Raymond James, or Pershing.