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Richard Gerrity, CPA, CLU, ChFC

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.

The LPL registered representative may only discuss securities or transact business with persons who are residents of CA, DE, FL, GA, IN, KY, ME, MI, MT, NJ, NY, NC, OH, PA, SC, TN, TX, VA, WA.

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Check the background of this investment professional