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Fellows Tax & Financial Services

The Latte Habit

How little things can add up over time.

LPL Financial Form CRS

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

Tax services provided through Fellows Tax & Financial Services are not affiliated with, nor endorsed by, LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, NM & WA.

David holds FINRA series 6, 7, 63 through LPL Financial.

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