Customized Managed Services

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Doing what is best for your clients is critical. That is your job. What is equally as critical is having the right foundation to operate an efficient and effective independent practice. That is our job. Our team is now a part of your team to manage the complexities behind the scenes giving you more freedom to serve your clients.
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CLPF LLC/Investment Advisor Group (IAG). This website is intended for financial professionals only. The Investment Advisor Group is a SEC Registered Investment Advisor and has no affiliations with any broker-dealer. IAG can conduct business only in states where IAG is registered or is exempt from registration. Most services provided by IAG do not require registration. The Investment Advisor Group is not licensed to and does not conduct securities business. All custody and trading is provided by registered broker-dealers. Advisor representatives are supervised for advisory activity only. Commission securities sales, insurance sales, or any other outside business of representatives is not supervised by IAG. Charles Schwab, Fidelity, TD Ameritrade, and the Investment Advisor Group are not affiliated companies. The Investment Advisor Group and CL Price Financial are affiliated companies. The Investment Advisor Group is wholly owned by CLPF LCC.
To Check Firm or Individual Backgrounds please go to https://adviserinfo.sec.gov/.
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