Disclosures

IMPORTANT CONSUMER INFORMATION:

For information concerning the licensure status or disciplinary history of a broker/dealer, investment adviser, BD agent or IA rep, a consumer should contact his or her state’s securities law administrator.

 

Please click the following links to view The Advisory Group’s Disclosure Documents:

The Advisory Group Form ADV Firm Disclosure Brochure
The Advisory Group Privacy Policy
The Advisory Group Code of Ethics

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.