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CCAM manages various types of accounts, including the following:
Regular Brokerage:
- Individual
- Joint
- Trust
- Business or organization
- Custodial
Retirement:
- IRA
- Roth IRA
- Rollover IRA
- Simple IRA
- SEP IRA
- 403(b)
- 401(k)
- Keogh Money Purchase
- Keogh Profit Sharing
Variable Annuities
- American Skandia
- Fidelity Retirement Reserves
- Nationwide MarketFlex
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