Helpful Links
Featured Links
Below are links that you may find helpful.
Cambridge Investment Research Inc - https://www.cir2.com/
Lori Crilley's FINRA BROKER CHECK SEC Record Advisory Brochure
Katelin Kalik's FINRA Broker Check : SEC Record Advisory Brochure
Useful links for information on regulation and best practices:
CDFA Services - unhitchdivorcepros.com
SIPC - Securities Investor Protection Corporation www.SIPC.org
FINRA - Financial Industry Regulatory Authority www.FINRA.org
FINRA Broker Check - Check Credentials brokercheck.FINRA.org
SEC - Investment Advisor Representative credential check. www.adviserinfo.sec.gov/IAPD
IRS - Internal Revenue Service www.IRS.gov
Social Security - The United States Social Security Administration ssa.gov
Medicare - Medicare Administration medicare.gov