Resources
It is important for clients to know the background of the advisors whom they are working with. The following links are resources that one can use to check on the status and history of advisors.
To verify that an advisor is a Certified Financial Planner® Professional:
To check on the securities licensing & history of an advisor:
Client Relationship Summary:
LINKS ON SITES/SOCIAL MEDIA SITES
Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.