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Discover a comprehensive wealth management partnership located in the north county of San Diego, CA that brings a world of unbiased, independent investment knowledge to affluent families throughout the United States. "Our mission is to embrace the dreams and aspirations of our clients by providing superior wealth management through independent, unbiased advice."
Chapman, Roper & Breslin, LLC
Click below for our wealth management flash presentations:(Available to qualified clients. Please consult your advisor for details) Please see our Services & Clients page for additional profile presentations.
This communication is strictly intended for individuals residing in the states of AK, CA, FL, HI, MA, MN, NC, NV, NY, OR, PA, SC, TX, UT, and WA. No offers may be made or accepted from any resident outside these states. IMPORTANT CONSUMER INFORMATION: A broker/dealer (BD), investment adviser (IA), or IA representative may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. Securities offered through LPL Financial Member FINRA/SIPC and An Investment Advisor.
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