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

*While this material has been reviewed and approved by Raymond James Compliance , you will still need to submit the item to RJ compliance with a 1730 for approval of branch specific disclosures.

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