WELCOME TO OUR WEBSITE

WELCOME TO OUR WEBSITE

IMPORTANT CONSUMER INFORMATION:

This communication is strictly intended for individuals residing in the states listed below.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

A broker-dealer, Registered Investment Adviser, BD agent, or Investment Advisor Representative may only transact business in a state if first registered appropriately.  Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

For information concerning the licensing status or disciplinary history of a broker-dealer, registered investment adviser, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.

Registered Representatives offering Securities through United Planners Financial Services Member FINRA,  SIPC. Investment Advisory Services offered through Bradford Financial Center. United Planners, Bradford Financial Center, and Tower Wealth Advisors are not affiliated.

We are registered to sell Securities in the following states: 
AL, AZ, CA, GA, KY, MD, TN, VA, WA, WI


Life Insurance licensed in these states:
AL, AZ, GA, KY, NC, NM, TN, VA, WA, WI

Securities Licenses held:  Series 6, 24, 63, 65, 66, 7

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