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Samples in periodicals archive:
Framsen, a partner of Glowacki Framsen Financial Advisers in Los Angeles, is chairman of the AICPA center for investment advisory services resource panel and a former member of the PFP executive committee (1997-2000).
Framson, a partner with Los Angeles-based Glowacki Framson Financial Advisors LLC, is chair of the AICPA Center for Investment Advisory Services.
May 24 /PRNewswire/ -- National Regulatory Services (NRS), a leading national compliance firm and division of Thomson Financial, in association with the American Institute of CPAs' Center For Investment Advisory Services announced today a new seminar for Certified Public Accountants who offer or plan to offer investment advisory services to their clients.
The others are Consulting, Information Technology, PCPS, the Center for Investment Advisory Services, Personal Financial Planning, Marketing Research and Accreditations.
Fidelity has just recently been named the preferred provider of clearing and custody services in the AICPA's Center for Investment Advisory Services.
New Center for Investment Advisory Services Supports CPAs The AICPA has launched a new Center for Investment Advisory Services that facilitates members expanding their financial planning practices to include providing investment advice.
It is available at the AICPA Center for Investment Advisory Services Web site, investmentadvisory.
Was informed that the Center for Investment Advisory Services, which provides CPAs with tools, resources and training, currently has more than $100 million in assets under management.