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Additional Information

    Here we offer a listing of important sources of information related to a broad range of topics and industry specific categories.

American Association of Individual Investors (AAII)
625 N. Michigan Avenue
Chicago, IL 60611-3110
(800) 428-2244
The AAII is an "independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research." For a membership fee of $49, you receive a monthly magazine and an annual mutual fund review. 

American Institute of Certified Public Accountants (AICPA)
PFS Division
1211 Avenue of the Americas
New York, NY 10036-8775
(800) 862-4272

Morningstar – Independent Investment Research
53 W. Jackson Blvd.
Chicago, IL 60604
(800) 876-5005
Morningstar provides a comprehensive listing of over one thousand mutual funds, including load, no-load, equity and fixed-income. 

FINRA
District 6 - Dallas Regional Office
12801 North Central Expressway, Suite 1050
Dallas, TX 75243-1778
(972) 701-8554
Fax: (972) 716-7646
FINRA is an independent, not-for-profit organization authorized by Congress to protect America’s investors by making sure the securities industry operates fairly and honestly. To view their Web site, click here.

Securities and Exchange Commission
SEC headquarters Registrations Branch
Mail Stop 8031
100 F Street, NE
Washington, DC 20549
(202) 551-6551

Securities and Exchange Commission
Office of Consumer Affairs and Information Services
450 Fifth Street, N.W.
Washington, DC 20549
(800) 732-0330

   Maintains a database of all registered investment advisors.

More Information Resources

Consult us for details and assistance before applying general information to your specific situation.

What To Do if You Become A Victim
Steps to take if you become a victim of Identity Theft

 

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