1647 Preston Place
Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.
FINRA Resources for Investors - Tips and tools for investors from the Financial Industry Regulatory Authority, Inc. (FINRA)
CERTIFIED FINANCIAL PLANNER™ Professional Board Public Disciplinary History - Look up a CFP® professional and see their CFP Board Public Disciplinary History
CFP Board of Standards, Inc. "Standards of Professional Conduct" - The CFP Board of Standards, Inc. "Standards of Professional Conduct"
Securities Management and Research, Inc./BFC Planning, Inc. - Learn more about my Broker/Dealer's and Registered Investment Advisor's policies and disclosures.
FINRA BrokerCheck® - Check the background of this investment professional on FINRA BrokerCheck®
FINRA website - The homepage of the Financial Industry Regulatory Authority.
SIPC - The homepage of the Securities Investor Protection Corporation.
Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our firm cannot be responsible for the content of any of the above links.