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Is Regatta independent from the custodians used like Fidelity, TD Waterhouse, Jefferson National, etc.?

April 26, 2017custodians Fidelity independent Jefferson National regatta TD Used waterhouse

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Is Regatta independent from the custodians used like Fidelity, TD Waterhouse, Jefferson National, etc.?

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Completely. The beauty of working with an independent firm like ourselves is that either of you are we becomes dissatisfied with the custodian, together we can make the decision to move your account to another custodian.