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Financial Planning Association |
www.fpanet.org |
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National Association of Personal
Financial Advisors |
www.napfa.org |
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National Compliance Services' |
www.ncsonline.com |
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Fee Planners Network |
www.feeplannersnetwork.com |
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Institute for Certified Divorce
Financial Analysts |
www.institutedfa.com |
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FP Transitions |
www.fptransitions.com |
Patrick J. Burns, Jr., JD.
Chairman, President & CEO
Beverly Hills Regulatory Consultants Group LLC
269 South Beverly Drive, Ste. 671
Beverly Hills, CA 90212
TEL: (310) 275-7300
FAX: (310) 275-7305
Email: pburns@bhrcg.com
|
Compliance Consultant |
www.bhrcg.com |
Brian S. Hamburger, JD
Market Counsel
61 West Palisade Avenue
Englewood, NJ 07631
TEL: (201) 705-1200
Email: bhamburger@marketcounsel.com
|
Compliance Consultant
MarketCounsel is a business and regulatory compliance consulting firm dedicated to the success of our clients: entrepreneurial investment advisory firms nationwide. |
www.marketcounsel.com |
RIA Compliance Consultants, Inc.
1905 Harney Street, Suite 530
Omaha, NE 68102
TEL (402) 505-6245
FAX (877) 345-4034
|
Compliance Consultant |
http://www.ria-compliance-consultants.com |
Carr Butterfield, LLC
155 B Avenue, Suite 240
PO Box 249
Lake Oswego, OR 97034
TEL (503) 635-5244
FAX (503) 635-2955
E-mail:jcarr@carrbutterfield.com
|
Compliance Consultant |
http://www.carrbutterfield.com |
Matthew L. Fornshell, Esq. JD
Kohrman Jackson & Krantz PLL
One Cleveland Center, 20th Floor
1375 East Ninth Street
Cleveland, OH 44114-1793
TEL: (216) 736-7226
Email: mlf@kjk.com
|
Compliance Consultant |
www.kjk.com |
Thomas D. Giachetti, JD
Stark & Stark
993 Lenox Drive
Lawrenceville, NJ 08648
TEL: (609) 896-9060
Email: tgiachetti@stark-stark.com
|
Compliance Consultant |
www.stark-stark.com |
Jeffrey B. Kelvin, JD, LLM, CLU, ChFC
Financial Planners Assistance Corp.
6606 NW 127th Terrace
Parkland, FL 33076
TEL: (561) 266-9002
Email: jeffk21340@aol.com
|
Compliance Consultant |
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Nancy Lininger
The Consortium
PO Box 2682
Camarillo, CA 93011-2682
TEL: (805) 987-6115
Email: nancy@liftburden.com
|
Compliance Consultant |
www.liftburden.com |
Gary E. Martinelli, JD
Gary E. Martinelli & Associates PC
1500 Main Street
PO Box 15407
Springfield, MA 01115
TEL: (413) 746-4677
Email: gem@gemandassoc.com
|
Compliance Consultant |
www.gemandassoc.com |
Edwin P. Morrow, CLU, ChFC, CFP, RFC
Financial Planning Consultants
Financial Planning Building
2507 North Verity Parkway
PO Box 42430
Middletown, OH 45042-0430
TEL: (513) 424-1656 Ext 14
Email: edm@financialsoftware.com
|
Compliance Consultant |
www.financialsoftware.com |
Katherine Vessenes, JD, CFP
Vestment Consulting
27125 Marsh Pointe Ct
Shorewood, MN 55331
TEL: (952) 470-7989
Email: katherine@vestment.net
|
Compliance Consultant |
www.vestment.net |
Dave Campbell
Nye Company
624 University Avenue
Palo Alto, CA 94301-2019
TEL: 650-326-9335
Email: davec@nyecompany.com
|
Compliance Consultant |
www.nyecompany.com |
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Jim Hammett
Advisor Consultant Network, Inc.
TEL: 216-522-1908
Email: info@netacn.net
| |
Advisor/Consultant Software |
www.netacn.net |