Free Tools & Resources


Helpful Websites

 Tax Preparers New!

Warning Signs of Securities Fraud On Tax Returns

The Differences Between Using a Stockbroker or an Investment Advisor 

Cutting through the Confusion: Where to Turn to Help for Investments

Securities 101 for Louisiana Law Enforcement Manual


Are you a Target for Investment Fraud? 

Check Out Your Investment Professional With A Free CRD Report From OFI

Complimentary Speaker for Groups/Conferences

Remove Your Name From Mailing or Calling Lists

Promissory Notes:  Promises, Problems

Conversation Starters

How To Have "The Money Talk" With Your Loved Ones

Couples  ˃  Families  ˃  Military  ˃  At the Office  ˃  Empty Nesters  ˃  People in Crisis

Sandwich Generation - Caught in the Middle
Are you financially prepared?

Investor Bill of Rights

Investor Checklist (form)

Top 12 Questions To Ask About a Free Meal Investment Seminar (form)

FINRA Broker Check

Contact Information - Other Agencies

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Updated May 03, 2017