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Directory of Financial Planners
Online Listing at FederalDaily.com
($245/yr for single listing, $195/listing/yr for multiple listings)

Step 1: Please fill in directory listing information below

SECTION A
COMPANY INFORMATION
Name:
Email Address:
Company Name:
Address:
City:
State:
Zip Code:
Telephone: ( ) -
Fax: ( ) -
Web Address:
SECTION B
Description:
(Please keep your response to 60 words or less. You might choose to list any special services you offer, experience you have, or geographic areas that you serve.)

PERSONAL INFORMATION (Limited to 4 other agents)
  Name Telephone # Email address
1. ( ) -
2. ( ) -
3. ( ) -
4. ( ) -

PROFILE INFORMATION
(If your listing includes multiple agents at the same location, the profile information below should list the general qualifications of your office. Personal profiles of each agent cannot be permitted without a paid separate listing for each agent.)

Licenses and Education:
Securities Licenses:
Insurance Licenses:
Other Licenses and Designations:
Education/Area of Study:
Associations and Affiliations:

Experience:
I have / The office has been providing financial and/or related advice to clients for years.

How I/we charge clients for services: (Please mark the appropriate box(es))
Fee for Financial Planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed; percentage ranges
Commissions, trail fees, redemption fees, account fees, etc.
Other (please specify):

Financial services provided: (Please mark the appropriate box(es))
Tax preparation
Comprehensive financial planning
Investment and asset management
Insurance
Elder and long-term care planning
Estate planning
Retirement planning
Cash management and budgeting
Stock and bond brokerage
Other (please specify):

Specialty: (Limited to 20 words)
 

I am (or my firm is) registered with the SEC as an investment adviser. Yes No
If so, in what states?

Number of employees who work in your office/firm: (Please mark the appropriate box)
1-5
6-10
11-50
51-99
100 or more

My affiliation with the office/firm: (Please mark the appropriate box)
President and CEO
Employee
Independent Contractor
Other:

Broker/dealer affiliation: (Please mark the appropriate box)
No affiliation
Affiliated with

Please review the data that you have entered above before clicking on submit.

 


The Directory of Financial Planners is a service of 1105 Government Information Group. When using the directory, be sure to read the disclaimer. For more information, please contact us at (703) 707-1815. Upon your submission, you should be contacted within 2 business days to confirm your posting request. Changes to your form can be made at that time.