Public

Please refer to the resources below that we hope you will find useful in your search for an advisor.

Resources

• U.S. Securities and Exchange Commission (SEC): Investor Alerts and Bulletins
• SEC Investment Advisor Disclosure
• FINRA BrokerCheck
• National Association of Insurance Commissioners (NAIC)
• CERTIFIED FINANCIAL PLANNER™ (CFP®) Professionals
• Chartered Financial Analyst (CFA)
• American Institute of CFAs (AICPA)
• Financial Planning Association (FPA)
• National Association of Personal Financial Advisors (NAPFA)
• National Association of Estate Planners & Councils (NAEPC)
• Certified Kingdom Advisor® (CKA)