Broker Check

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Useful Websites

Certified Financial Planner Board of Standards (www.cfp.net): The CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics, and other requirements for CFP® certification.

Let’s Make A Plan (www.letsmakeaplan.org): The “Let’s Make a Plan” campaign offers consumers tools to find a CFP® professional in their area and gives them information and resources about financial planning.

FINRA BrokerCheck (http://www.finra.org/Investors/ToolsCalculators/BrokerCheck/): BrokerCheck is a free tool to help investors research the professional backgrounds of brokerage firms and brokers currently or formerly registered with FINRA or a national securities exchange, as well as current or former investment adviser firms and representatives.

Financial Planning Association (www.fpanet.org): The Financial Planning Association® (FPA®) is the largest membership organization for CFP® professionals in the U.S. and also includes members who support the financial planning process.

Louisiana.gov (http://louisiana.gov): Louisiana.gov contains a comprehensive online directory of services provided by state government.

Louisiana Department of Revenue (http://rev.louisiana.gov): The Louisiana Department of Revenue provides assistance with Louisiana state tax questions. 

Louisiana START Saving Program (www.startsaving.la.gov): The Louisiana Office of Student Financial Assistance provides information about Louisiana’s 529 College Savings Plan. This is a great way to save for a child’s college education.

Internal Revenue Service (www.irs.gov): The website for the Internal Revenue Service provides resources with tax information and links to IRA publications.

Social Security Administration (www.ssa.gov): From the Social Security Administration website you can apply for replacement Social Security cards, apply for retirement benefits, or view your Social Security statement online.