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The Vigilant Investor by Pat HUDDLESTON

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11Making Sense of Alphabet Soup

RIAs, CFAs, CFPs, and Your Friendly Neighborhood Insurance Agent

It is not titles that honor men, but men that honor titles.

—NICCOLÒ MACHIAVELLI

As the president of SEC-registered investment adviser F&S Asset Management Group in Jacksonville, Florida, Wayne McLeod carved out a profitable niche as a consultant to federal law enforcement officers. He conducted seminars for FBI special agents, DEA agents, and Customs and Border Patrol officers. McLeod helped the attendees understand the benefits to which they were entitled and advised them on how to allocate their retirement accounts. But he also offered something more to those who had extra cash to invest: a government bond fund paying between 8 and 10 percent per ...

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