We know how important it is to stay informed through understanding and education. We encourage you to use the following resources to strengthen your awareness of the financial industry. These links provide public information regarding key topics in the wealth management industry.
Here you will discover material and links to regulatory agencies, professional organizations, general investment research resources, our newsletter library, media sources and definitions for industry specific terms.
Regulatory Agencies
U.S. Securities and Exchange Commission
Professional Organizations
The National Association of Personal Financial Advisors (NAPFA)
Investment Adviser Association
Financial Planning Association of Georgia
Certified Financial Planner Board of Standards Inc.
