St. Paul, Minn. (Sept. 7, 2004) -- With more and more clients expecting their accountant to be a one-stop shop, WorthMark Financial Services LLC has developed a new model for CPA firms interested in offering financial services.
Under the new model, a WorthMark registered representative incorporates within the CPA firm’s current structure on a full- or part-time basis. The firm owns an interest in the broker/dealer, but isn't required to register any of its own professionals with the National Association of Securities Dealers, leaving them free to focus on their core accounting practice.
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