Charles Schwab

Charles Schwab & Co., Inc. (“Schwab”) has allowed Successful Resource Management Ltd.(“SRM”) to include a link to Schwab’s Web site and your Schwab account information as a courtesy. Schwab is not affiliated in any way with SRM, and is not responsible for any information or content on the SRM Web site.


Charles Schwab & Co., Inc. (“Schwab”) is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear(s) on this Web site. Successful Resource Management Ltd.(“SRM”) is independently owned and operated. Schwab neither endorses nor recommends any particular advisor or investment strategy. SRM provides investment advisory services for your account. Schwab has agreements with SRM under which Schwab provides SRM with services related to your account. Schwab does not review the SRM Web site, and makes no representation regarding the content of the Web site. The information contained in the SRM Web site should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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