|
A Registered Investment Advisor FIREWALL REGISTERED IN ALL 50 STATES Planned Asset Management, Inc. manages in excess of the minimum requirement of $25,000,000 for registration for fee for service in all U.S. states for federal purposes as a Registered Investment Advisor with the Securities and Exchange Commission. However some states may require additional registration. Planned Asset Management is registered on the state level in California. Securities are sold through AFA Financial Group,LLC., a registered broker dealer, member FINRA/SIPC. Many states require that the public be informed that this business is not registered in all states for the sale of securities. Internet follow-up, responses to investment inquiries, attempting transactions, as well as personal advice for compensation is only allowed after obtaining Securities Registration or exemption in that state. Currently individual registered representatives of AFA Financial Group, LLC., under this web site are registered in all 50 states. We have a lot of valuable information FREE for your review. I Understand the above statement and want to visit Planned Asset Management's web site. |
| Privacy PolicyADV Part IILegal Disclosure |
| |
|
© 1996 Planned Asset Management, Inc. |