Social Media Disclosures
Disclosures
Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results.
Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details.
We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly.
The site may contain links to information contained on a third party website. We do not endorse or accept responsibility for the content of any third party web site, and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. “Likes”, “Favorites” and comments should not be considered a reflection of client experiences or future performance. “Likes” and “Retweets” should not be considered an endorsement or recommendation of any security, company or individual.
It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share.
**Awards
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
**Eagle Circle Award
This award is based upon sales generated by advisors and is not based upon performance or returns experience by any client or on opinions of the advisor's clients or former clients.
**Forbes Best in State Wealth Advisor
Forbes Best in State Wealth Advisor 2018 Award was determined by interviews with advisors with more than 7 years total experience who were nominated by their firm, along with compliance records, assets under management, and other data. The award is not based on client reviews or on portfolio performance.