benefits of working with an ria
TRANSCRIPT
![Page 1: Benefits of Working with an RIA](https://reader033.vdocuments.mx/reader033/viewer/2022060201/5599fdab1a28ab08098b45bf/html5/thumbnails/1.jpg)
William J. Prentice I I, AWM A, CFP®Prentice Wealth M anagem ent, LLC
June 6, 201 2
The Benefits of Working with a Registered Investment Advisor (RIA)
![Page 2: Benefits of Working with an RIA](https://reader033.vdocuments.mx/reader033/viewer/2022060201/5599fdab1a28ab08098b45bf/html5/thumbnails/2.jpg)
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://reader033.vdocuments.mx/reader033/viewer/2022060201/5599fdab1a28ab08098b45bf/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://reader033.vdocuments.mx/reader033/viewer/2022060201/5599fdab1a28ab08098b45bf/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://reader033.vdocuments.mx/reader033/viewer/2022060201/5599fdab1a28ab08098b45bf/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://reader033.vdocuments.mx/reader033/viewer/2022060201/5599fdab1a28ab08098b45bf/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://reader033.vdocuments.mx/reader033/viewer/2022060201/5599fdab1a28ab08098b45bf/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://reader033.vdocuments.mx/reader033/viewer/2022060201/5599fdab1a28ab08098b45bf/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://reader033.vdocuments.mx/reader033/viewer/2022060201/5599fdab1a28ab08098b45bf/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://reader033.vdocuments.mx/reader033/viewer/2022060201/5599fdab1a28ab08098b45bf/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://reader033.vdocuments.mx/reader033/viewer/2022060201/5599fdab1a28ab08098b45bf/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.