The companies selected
exceed the criteria below:
RIA or IAR
Fee-Only or Fee-Based
10+ Years of Experience
Advanced Certifications Held
No Unresolved Lawsuits or Grievances
Comprehensive Range of Wealth Management and Financial Planning Services Offered
Securities offered through ValMark Securities, Inc. Member FINRA, SIPC.
Securities offered through Cambridge Investment Research, Inc., A Broker/Dealer, Member FINRA/SIPC, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor. Cambridge and Prosser Financial Group, LLC are not affiliated.
Securities offered through Securities America, Inc. Member FINRA/SIPC. Rick Tonkinson, Steven Tonkinson, Margarita Tonkinson, Registered Representative. Advisory Services offered through Securities America Advisors, Inc. an SEC Registered Investment Advisor, Rick Tonkinson, Steven Tonkinson, Margarita Tonkinson, Representatives. Rick Tonkinson & Associates, Inc. and Securities America are unaffiliated.
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