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See right column for discount relationships.

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For Our Clients: Part II of Form ADV

Discount Relationships

fi360 has a relationship with the following partners:

AIF® and AIFA® Designees
APIC at Smith Barney
Commonwealth
First Affirmative Financial Network
K-Group at Smith Barney
LPL Financial
Shareholders Service Group
The 401k Coach Program
Thornburg Investment Management

If you are associated with one of our partners, click one of the above links to request discounted access.

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