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Guiding Principles

What makes us Diamond? 

  1. Put yourself in the client’s shoes
  2. Always do the right thing
  3. Build a positive Team and Family Spirit
  4. Clients always come first
  5. Lead with comprehensive and integrated advice
  6. Provide independent and unbiased advising
  7. Lean on the team for expertise, not one person knows it all


 

 


 
 
 Securities Offered Through First Allied Securities, Inc., A Registered Broker Dealer. Member: FINRA/SIPC.
Advisory Services Offered through First Allied Advisory Services Inc. A Registered Investment Adviser.

Lakeside Wealth Management Group LLC, a registered investment advisor not affiliated with First Allied Securities, Inc.

This communication is strictly intended for individuals residing in the state(s) of AK, AZ, CA, CO, FL, HI, IL, MS, MT, NV, NJ, NY, OK, TX, UT and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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