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  2. Indian Defence Accounts Service - Wikipedia

    en.wikipedia.org/wiki/Indian_Defence_Accounts...

    Indian Defence Accounts Service (IDAS) (Hindi: भारतीय रक्षा लेखा सेवा) is a Central Group 'A' Civil Service of the Republic of India established to provide Financial Advice, Payment, Accounts and Audit services to the Defence Services i.e. Indian Armed Forces (viz Army, Navy, Air Force and Coast Guard) and other allied organisations viz. Defence Public ...

  3. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    A financial adviser is generally compensated through fees, commissions, or a combination of both. For example, a financial adviser may be compensated in one or more of the following ways: [4] An hourly fee for advisory services; A flat fee, such as $3,500 per year, for an annual portfolio review or $5,000 for a financial plan.

  4. CDA Investment Technologies - Wikipedia

    en.wikipedia.org/wiki/CDA_Investment_Technologies

    CDA Investment Technologies was a Maryland-based financial research firm founded by Robert A. Levy. It was a pioneer in early financial databases, but was best known for its mutual fund rankings, whose quarterly release would attract national attention in the 1980s and 1990s.

  5. Rather than hiring a traditional financial advisor who charges 1% of assets under management, consider seeking out an advisor who will meet with you annually for a flat fee.

  6. Edward Jones' Wangen receives Certified Financial Planner ...

    www.aol.com/news/edward-jones-wangen-receives...

    Dec. 27—Financial Advisor Jaclyn Wangen of the financial services firm Edward Jones in Austin, has received the Certified Financial Planner or CFP, certification, granted by the Certified ...

  7. First Command Financial Services - Wikipedia

    en.wikipedia.org/wiki/First_Command_Financial...

    First Command provides personalized services through locally based trained and licensed Financial Advisors and through its Home Office in Fort Worth, Texas. The company has a long history of working with military officers and currently offers advice on securities, with an emphasis on mutual funds, annuities, life insurance, and municipal funds ...

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  9. Registered investment adviser - Wikipedia

    en.wikipedia.org/wiki/Registered_investment_adviser

    Registered investment adviser firms receive compensation in the form of fees for providing financial advice and investment management. They are required to act as a fiduciary. This is very different from broker-dealers and their representatives, who provide recommendations for a commission. Broker-dealers and their representatives are not ...

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