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 CRS
- The Advisory Group Form ADV Firm Disclosure Brochure
- The Advisory Group Privacy Policy
- The Advisory Group Code of Ethics
- FSC Securities Corp. Form CRS
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.