Year-end Tax Report
Please click here to access our Year-end Tax Report. This 8-page report should be sent to your best clients and prospects.
Advisor Group and LPL Version
- Year-end Tax Report (Client Version)
Advisor Group Adlog#: 15224405, LPL Tracking#: 1-789159
- Year-end Tax Report (Prospect Version)
Advisor Group Adlog#: 15224387, LPL Tracking#: 1-789159
RaymondJames Version
- Year-end Tax Report (Client Version)
RaymondJames Ad#: 2304185
- Year-end Tax Report (Prospect Version)
RaymondJames Ad#: 2304185