Addison Avenue Investment Services is the investment services division of First Tech Federal Credit Union, serving the financial needs of our technology-based membership. We are a community, and that culture emanates with our clients. We know there’s no one-size-fits-all solution when it comes to planning your future. That’s why we partner with individuals like you every day to build plans that may help you achieve your financial goals. Whether you’re seeking financial education or retirement resources, we’re here to guide you.
If you are an experienced Financial Advisor or Financial Assistant seeking a change, visit firsttechfed.com/Discover-First-Tech/Discover-First-Tech/Careers.
Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: https://raymondjames.com/smicd.htm.
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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所属行业
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投资管理
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规模
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51-200 人
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总部
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Rocklin，CA
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类型
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私人持股
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创立
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1998
