DFR Client List

Financial Services

Financial Services;

Financial Services

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Text Box: American Express Financial Advisors
Bank of America – Columbia Management Group
BankNorth
Canada Life
Citizens Advisors
Commonwealth Equities
Delaware Investments
Fidelity Investments
Fidelity Investments – National Financial
Correspondent Clearing Firm
Independence Community Bank
JP Morgan Investor Services

Engagements

Text Box: Kemper Financial Services
Liberty Financial
Lincoln National Financial Advisors
Linsco Private Ledger
Money Management Institute
Old Mutual
Prudential Financial Services
Putnam Investments
Salomon Smith Barney
Transamerica
Van Kampen Investments
Ziegler Asset Management