Helpful Links & Phone Numbers
FINRA BROKER CHECK
http://www.finra.org/Investors/ToolsCalculators/BrokerCheck
DISCLOSURES
REGULATION BEST INTEREST DISCLOSURES
CUSTOMER RELATIONSHIP SUMMARY
FINRA INVESTOR ALERT: THE IRA ROLLOVER, 10 TIPS TO MAKING A SOUND DECISION
PERSHING FEES
WORKSHEETS
Retirement Planning Expenses for Cash Flow Worksheet
Retirement Plan Worksheet
ALBRIDGE
https://www.mainaccount.com/centaurus
MUTUAL FUNDS
American Funds 800-421-4225
Blackrock 800-441-7762
http://www.blackrock.com/investing/resources/account-access
Blue Rock 844-819-8287 First Trust for Blue Rock 855-387-3847
https://www.secureaccountview.com/BFWeb/clients/bluerockam/index
Calvert 800-368-2745
Columbia Management 800-345-6611
https://www.columbiamanagement.com/web/columbia/landing/account-access/login
First Eagle 800-334-2143
https://www.feim.com/individual-investors/overview
Franklin Templeton 800-524-4040
https://profile.franklintempleton.com/profile/signin
Apollo FKA Griffin Capital 888-926-2688
https://apollodiversifiedrealestatefund.apollo.com/investor-login/
Invesco 800-959-4246
https://www.invesco.com/portal/site/us/investors/accountaccess
Ivy Funds now Delaware Funds 800-523-1918
https://www.delawarefunds.com/account/account-access
John Hancock 800-225-5291
https://www.jhinvestments.com/AccountAccess.aspx
Legg Mason 800-822-5544
https://www.franklintempleton.com/accounts/legacy-legg-mason-account-access
Pimco 888-877-4626
Prudential Mutual Funds 888-778-5471
https://www.prudential.com/personal
Sammons Retirement Solutions 866-747-3421
https://www.srslivewellservice.com/
TransAmerica Funds 888-233-4339
529 Plans
American Funds 800-421-4225
John Hancock 866-222-7498
ANNUITES
AIG (formerly SunAmerica) 800-445-7862
https://www.lifeandretirement.aig.com/individuals/annuities
Allianz Life 800-950-5872
Brighthouse Financial 800-882-1292
https://access.brighthousefinancial.com/#/register/consumer
Jackson National Life 877-565-2968
https://www.jackson.com/annuities/variable-annuities.html
John Hancock 800-344-1029
https://www.johnhancock.com/help-center/annuities.html
Lincoln Financial Group: American Legacy 800-942-5500 Choice Plus 888-868-2583
https://www.lfg.com/public/registration
MetLife 800-638-7732
https://www.metlife.com/support-and-manage/contact-us/#
Prudential 888-778-2888
https://www.prudential.com/personal/annuities
TransAmerica Life 800-797-2643
Nationwide 1-800-321-6064 or 1-800-848-6331
https://login.nationwide.com/access/web/login.htm
INFORMATION ON ALTERNATIVE INVESTMENTS
Atel 415-616-3487
https://www.atel.com/investors/
Cantor Fitzgerald 855-922-6867
https://www.cfincometrust.com/
Cole Capital 866-907-2653
https://www.cimgroup.com/shareholder-information
Greenbacker 833-404-4104
https://greenbackercapital.com/greenbacker-renewable-energy-company/
Hartman 800-880-2212
Inland 800-826-8228
https://inland-investments.com/account-access
Moody 888-457-2358
Parking REIT now Mobile Infrastructure Corporation 855-600-4536
Strategic Storage 866-418-5144
https://investors.smartstopselfstorage.com/resources/investor-contacts/default.aspx
TriLinc Global Impact 866-292-9452
http://trilincglobalimpactfund.com/
Triton Pacific now PROSPECT FLOATING RATE & ALT INCOME FUND (833) 824-1759
Watermark Lodging 855-958-7348
https://www.watermarklodging.com/
WP Carey 800-972-2739
State by State Medical Directive Forms-Free
https://www.markzinder.com/blog/resources/advance-directives/
The Federal Long Term Care Insurance Program
Social Security Calculator
https://www.ssa.gov/planners/retire/AnypiaApplet.html
Colorado PERA