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Wealth / Retirement Planning:
Custodians:
Charles
Schwab & Co., Inc.
FORM Prosperity Wealth Advisors, LLC has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Charles Schwab & Co., Inc. and FORM Prosperity Wealth Advisors, LLC along with other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies.




