Abundance Technologies
Advisor Products
Phone: 888-274-5755, ext. 223
Web site: www.advisorproducts.com
AIG- American General
Allianz Global Investors
Phone: 800-880-8684
Web site: www.allianzinvestors.com
Allianz Life Insurance Company
Web site: www.allianzlife.com
American Beacon
Web site: www.aafunds.com
American Century Investments
Ameriprise Financial
Ameritas Advisor Services
Phone: 800-552-3553
Fax: 281-925-0310
Web site: www.ameritasdirect.com
E-mail: [email protected]
AXA Equitable
Axios Press
Phone: 540-984-3829
Web site: www.axiospress.com
Bachrach & Associates, Inc.
Bank of America
Phone: 877-76-iPath
Web site: www.bankofamerica.com
Barclays iPath
Phone: 877-76-iPath
Web site: www.iPathETN.com
Barclays iShares
Phone: 800-iShares
Web site: www.ishares.com
Berthel Fisher
Contact: Julie Driscoll
Phone: 800-356-5234
319-447-4250
Web site: www.berthel.com
E-mail: [email protected]
Bridgeway
Contact: Tony Ledergerber
Phone: 832-204-8218
Web site: www.bridgeway.com
E-mail: [email protected]
brokersXpress
Phone: 888-330-3134
Web site: http://www.brokersXpress.com/info
Capital Analysts Incorporated
Contact: Andy Hall
Phone: 888-404-1177
Fax: 610-975-5527
Web site: www.capitalanalysts.com
E-mail: [email protected]
The Capital Financial Group/H.Beck Inc
Chubb Group of Insurance Companies
Phone: 877-60-CHUBB
Web site: www.chubb.com/personal
Citrix
Contact: Kris Cianciolo
Phone: 866-236-2259 x.233
E-mail: [email protected]
Clientwise
Phone: 800-732-0876
Web site: www.clientwise.com
Cole Capital
College for Financial Planning
Contact: Christopher Allen
Phone: 303-220-4815
Fax: 303-220-1810
Web site: www.cffpinfo.com
Commonwealth Financial Network
Contact: Andrew Daniels
Phone: 866-462-3638
Web site: www.commonwealth.com
E-mail: [email protected]
Cultivating The Affluent Newsletter
Phone: 732-450-8866, ext. 29
Web site: www.fa-mag.com/ctasubscribe
Direxion Funds
Phone: 877-437-9363
Fax: 617-399-8898
Web site: www.direxionfunds.com
E-mail: [email protected]
Dow Jones & Co
Web site: www.dj.com
DWS Scudder
Phone: 800-621-5027
Fax: 800-537-1123
Web site: www.dws-scudder.com
E-mail: [email protected]
Eaton Vance
Contact: Geoff Marshall
Phone: 617-598-8129
Web site: www.eatonvance.com
E-mail: [email protected]
Eqis Capital
Contact: Scott Winters
Phone: 800-949-9936
Fax: 630-929-3024
Web site: www.eqiscapital.com
E-mail: [email protected]
Exchange-Traded Funds Report
Phone: 732-450-8866, ext. 29
Web site: www.indexuniverse.com
Exeter Resources
Family Office Seminar
Phone: 732-450-8866, ext. 29
Fidelity Investments-FWIS
Fidelity Institutional Wealth Services
Contact: Scott D'Alessandro
Phone: 617-392-0050
Fax: 617-476-5489
Web site: www.fiws.fidelity.com
E-mail: scott.d'[email protected]
Fidelity Investments Life Insurance Company
Phone: 800-910-7899
Web site: www.fidelityinsuranceagency.com
Fidelity TRIAD Advisors
Phone: 800-735-3756 ext. 4549
Web site: www.ria.fidelity.com
FinanceLogix
FinancialAdvisorMatch
Phone: 866-MATCH16
E-mail: [email protected]
First Clearing Correspondent Services
Contact: Davide Williams
Phone: 888-FCC-CLEAR
Web site: www.firstclearing.com
E-mail: [email protected]
Foliofn
Contact: Institutional Sales
Phone: 888-485-3456
Fax: 703-748-099
Web site: www.folioadvisor.com
Foundation for Financial Planning
Web site: www.foundation-finplan.org
Franklin Templeton Investments
Phone: 800-FRANKLIN
Web site: www.franklintempleton.com
FSC Securities Corporation
Contact: Josh Hayes
Phone: 800-372-5646
Web site: www.joinFSC.com
E-mail: [email protected]
Green Century Funds
Contact: Erin Gray
Phone: 800-93-GREEN
Web site: www.GreenCentury.com
E-mail: [email protected]
Grubb & Ellis Company
Phone: 866-467-2170
Web site: www.gbe-reits.com
Guardian Life Insurance
Web site: www.glic.com
The Hartford Mutual Funds
Phone: 800-456-7526
Web site: www.hartfordinvestor.com
Incapital
ING Mutual Funds
International Association of Qualified
Financial Planners
Phone: 877-346-3037
E-mail: www.IAQFP.org/register.html
Investors Capital
Contact: Marketing
Phone: 866-305-0035
Fax: 781-246-0338
Web site: www.investorscapital.com
E-mail: [email protected]
Investment Management Consultants Association
Phone: 303-770-3377
E-mail: www.cimaconsultant.org
IW Financial
Jackson National
Contact: Andrew Silver
Phone: 303-224-7542
Web site: www.jnl.com
E-mail: [email protected]
JP Morgan Corp
Web site: www.jpmorgan.com
John Hancock Corporate
Web site: www.johnhancock.com
Kellogg Company Investor Relations
Phone: 269-961-6826
Fax: 269-660-4178
Web site: www.kelloggcompany.com
E-mail: [email protected]
Laudus Funds
Legg Mason
Life Settlement Providers, LLC
Contact: Michael Swoboda
Phone: 410-477-1976
Fax: 410-477-1978
Web site: www.lifesettlementproviders.com
E-mail: [email protected]
Loomis Sayles & Company, LP
Web site: www.loomissayles.com
LPL Financial Services
Phone: 866-239-0248
Web site: www.joinlpl.com
MassMutual
Phone: 866-CALL MAS(S)
Web site: www.massmutual.com
MetLife Insurance Company
Michael Reese Consulting
Contact: Becky Reese
Phone: 231-935-3550
Fax: 231-995-9673
Web site: www.7figureproducerclub.com
E-mail: [email protected]
Morningstar, Inc.
Contact: Nick VanDerSchie
Web site: http://global.morningstar.com
The National Association of Personal Financial Advisors
Web site: www.napfa.com
National Financial & Fidelity Institutional Wealth Services
Phone: 888-678-1611
Web site: www.fidelityhybridone.com
National Financial, a Fidelity Investments company
Contact: Norman R. Malo
Phone: 800-752-7053
Web site: www.nationalfinancial.com
Nationwide Insurance
Web site: www.nationwide.com
National Financial, a Fidelity Investments company
Contact: Norman R. Malo
Phone: 800-752-7053
Web site: www.nationalfinancial.com
Nationwide Insurance
Web site: www.nationwide.com
Natixis
Web site: http://www.natixis.com
Nick Murray-Behavorial Investment Counseling
Web site: www.nickmurray.com
Nick Murray Interactive
Contact: Steve Kimball
Phone: 732-450-8866 ext. 29
Web site: www.nickmurrayinteractive.com
Nick Murray- Managing Investor Behavior
Web site: www.nickmurrayinteractive.com
Web site: www.nickmurray.com
Nuveen Investments
NYSE Arca
Contact: John Holman
Phone: 212-656-4692
Web site: www.nyse.com/tradebonds.com
E-mail: [email protected]
Old Mutual
OppenheimerFunds, Inc
Phone: 888-428-2692
Web site: www.oppretire.com
The Options Industry Council
Permanent Portfolio Family of Funds, Inc.
Contact: Jan Moeller
Phone: 800-531-5142
Fax: 254-527-3406
Web site: www.permanentportfoliofunds.com
E-mail: [email protected]
Pershing Advisor Solutions
Contact: Pershing Advisor Solutions
Phone: 800-445-4467
Fax: 201-413-0934
Web site: www.pershingadvisorsolutions.com
E-mail: [email protected]
Phoenix
Contact: Andrea Budd
Web site: www.phoenixwm.com
Pioneer Investments
Phone: 800-622-9876
Web site: www.pioneerfunds.com
PowerShares
Contact: Curt Galusha
Phone: 630-868-7104
Fax: 630-933-9699
Web site: www.powershares.com
E-mail: [email protected]
Practice Lifecycle
Web site: www.PracticeLifecycle.com
Principal Financial Group, Inc
Web site: www.principal.com
ProFunds
Phone: 888-776-5717
Web site: www.profunds.com
E-mail: [email protected]
ProShares
Phone: 866-PRO-5125
Web site: www.proshares.com
E-mail: [email protected]
Prudential Investments, Jennison Dryden
Prudential
Response Mail Express
Questar Capital
Phone: 888-446-5872
Web site: www.questarcapital.com
Royal Alliance Associates, Inc.
Contact: Gary N. Bender
Phone: 866-849-7673
Web site: www.royalalliance.com
Scottrade
Phone: 314-965-1555
E-mail: [email protected]
Schwab Fundamental
Schwab Institutional
Phone: 877-576-5412
Web site: www.backingtheindependent.com
SDS West Corporation
Contact: Robert Flinn
Phone: 949-330-8017
Fax: 949-209-2095
Web site: www.sdswest.com
E-mail: [email protected]
Securities America
Contact: Branch Office Development
Phone: 800-989-8441
Web site: www.securitiesamerica.com
E-mail: [email protected]
Securities Services Network
Contact: Mike Neubeck
Phone: 866-218-0452
Web site: www.joinSSN.com
Selected Funds
Contact: Info. Div. for Investment Advisors
Phone: 800-293-2007
Web site: www.selectedfunds.com
Sentinel Investments
SRI in the Rockies
Phone: 800-SRI-CONF
Web site: www.SRIintheRockies.com
Standard & Poors
State Street Global Advisors
Phone: 800-843-2639
Web site: www.SPDR.com
State Street Global Advisors, ETF Pioneer
Phone: 800-843-2639
Web site: www.spdr.com
Succession Registry
Web site: www.SuccessionRegistry.com
SunGard
Web site: www.sungard.com
Sun Life Financial, Inc.
Phone: 866-637-5348, option 2
Web site: www.slfd.com
Superior Gold Group
Phone: 866-637-5348, option 2
Web site: www.slfd.com
T. Rowe Price
Contact: Advisor Service Group
Phone: 800-334-1457
Web site: www.troweprice.com/advisors
TD Ameritrade
Phone: 800-840-3576
Web site: www.tdainstitutional.com
TD Ameritrade Institutional
Phone: 800-934-6124
Web site: www.tdinstitutional.com
E-mail: [email protected]
Technology Tools for Today
Web site: https://www.regonline.com/2009T3
Theodore Liftman Insurance
Contact: Mark Liftman
Phone: 617-439-9595
Fax: 617-439-3099
Web site: www.liftman.com
E-mail: [email protected]
Thornburg Investment Management, Inc.
Phone: 800-369-3627
Fax: 800-369-3627
Web site: www.thornburg.com
Trade-PMR, Inc.
Contact: Frederick A. Van Den Abbeel
Phone: 888-579-8640
Fax: 202-330-4553
Web site: www.tradepmr.com
E-mail: [email protected]
TRAID Advisors
Contact: Nathan Stibbs
Phone: 800-720-4003
Fax: 678-405-5699
Web site: www.traid-advisors.com
E-mail: [email protected]
Trust Company of America
Contact: Joanna Kafel-Knott
Phone: 800-955-7808
Fax: 303-705-6128
Web site: www.trustamerica.com
E-mail: [email protected]
United Planners' Financial Services of America
Contact: Sheila Cuffari
Phone: 800-966-8737
Fax: 480-503-8183
Web site: www.unitedplanners.com
E-mail: [email protected]
The Vanguard Group
Phone: 800-453-3398
Web site: www.advisors.vanguard.com/etf
Walton International Group
Contact: Trish Dunne or Derek Petersen
Phone: 602-264-1298
Fax: 602-224-9833
Web site: www.waltoninternational.com
E-mail: [email protected]
WP Carey & Co., LLC
YieldQuest Advisors
Contact: Cameron Parkhurst
Phone: 866-YQ-FUNDS (973-8637)
Fax: 404-446-2260
Web site: www.yieldquest.com
E-mail: [email protected]