Helpful Links & Phone Numbers

FINRA BROKER CHECK

http://www.finra.org/Investors/ToolsCalculators/BrokerCheck

DISCLOSURES

REGULATION BEST INTEREST DISCLOSURES

CLICK HERE FOR PDF DOCUMENT

CUSTOMER RELATIONSHIP SUMMARY

CLICK HERE FOR PDF DOCUMENT

FINRA INVESTOR ALERT: THE IRA ROLLOVER, 10 TIPS TO MAKING A SOUND DECISION

CLICK HERE FOR PDF DOCUMENT

PERSHING FEES

CLICK HERE FOR PDF DOCUMENT

WORKSHEETS

Retirement Planning Expenses for Cash Flow Worksheet

CLICK HERE FOR PDF DOCUMENT

Retirement Plan Worksheet

CLICK HERE FOR PDF DOCUMENT

ALBRIDGE

https://www.mainaccount.com/centaurus

MUTUAL FUNDS

American Funds 800-421-4225

https://www.capitalgroup.com/

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

https://www.calvert.com/

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 

https://www.pimco.com/en-us

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

https://www.transamerica.com/

529 Plans

American Funds 800-421-4225

http://capitalgroup.com

John Hancock 866-222-7498

http://jhinvestments.com/529

ANNUITES

AIG (formerly SunAmerica) 800-445-7862

https://www.lifeandretirement.aig.com/individuals/annuities

Allianz Life 800-950-5872

https://www.allianzlife.com/

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

https://www.transamerica.com

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

http://www.hartmanreits.com/

Inland 800-826-8228

https://inland-investments.com/account-access

Moody 888-457-2358

reitii.moodynationalreit.com/

Parking REIT now Mobile Infrastructure Corporation 855-600-4536

https://mobileit.com/

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

https://www.pfloat.com/

Watermark Lodging 855-958-7348

https://www.watermarklodging.com/

WP Carey 800-972-2739

http://www.wpcarey.com/

State by State Medical Directive Forms-Free

https://www.markzinder.com/blog/resources/advance-directives/

The Federal Long Term Care Insurance Program

https://www.ltcfeds.com/

Social Security Calculator

https://www.ssa.gov/planners/retire/AnypiaApplet.html

Colorado PERA

https://www.copera.org

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