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Important Notice
With regard to Internet links: at
certain places in this web site, live hyperlinks to other Internet
addresses can be accessed. Such external Internet addresses contain
information created, published, maintained, and/or otherwise posted
by institutions, organizations or individuals that are totally independent.
As a Certified Financial Planner licensee, neither I nor my firm
endorse, approve, certify, or control these external Internet addresses
and do not guarantee or assume responsibility for the accuracy,
completeness, efficacy, timeliness or correct sequencing of information
contained at such addresses. Use of any information obtained from
such addresses is entirely voluntary, and reliance on it should
only be undertaken after an independent review of its accuracy,
completeness, efficacy and timeliness. Reference therein to any
specific commercial product, process, or service by trade name,
trademark, service mark, manufacturer, or otherwise does not constitute
or imply endorsement, recommendation, or favoring by me or my firm.
Terry Welsh is currently licensed
to practice as a CERTIFIED FINANCIAL PLANNER™ Certificant in
the United States and as an Investment Adviser Representative in
the States of Alaska and Washington through The Planner's Network
(TPN), a Registered Investment Adviser. Mr. Welsh also offers
securities as a Registered Principal through National Planning Corporation
(NPC), (known as NPC of America in Florida & New York State),
Member FINRA & SIPC.
Duncan Frazier currently is licensed
as an Investment Adviser Representative of The Planner's Network
(TPN) in the states of Alaska and Washington. Mr. Frazier also offers
securities as a Registered Representative through National Planning
Corporation (NPC), (known as NPC of America in Florida and New York
state), Member FINRA & SIPC.
ALASKA FINANCIAL ASSOCIATES INC., ANACORTES FINANCIAL ASSOCIATES
(AFA) offer advisory services through THE PLANNERS NETWORK (TPN).
TPN is a registered Investment Adviser. Investment Adviser Representatives
of TPN may transact advisory business in a particular state only
if first registered, excluded or exempted from Investment Adviser
Representative requirements. In addition, follow-up conversations
or meetings with individuals in a particular state that involve
either the effecting or attempting to effect transaction in the
rendering of personalized investment advice for compensation, will
not be made absent compliance with state Investment Adviser Representative
registration requirements, or an applicable exemption or exclusion.
Securities licensed associates of Alaska Financial Associates, Inc.,
Anacortes Financial Associates (AFA), are Registered Representatives
offering securities through NATIONAL PLANNING CORP. (NPC), NPC of
America in FL & NY, Member FINRA/SIPC. TPN, AFA and NPC are separate
and unrelated companies.
This site has been published for residents of AK, AZ, CA, CO, FL,
GA, MD, ME, MI, ND, NV, OR, UT, VI, WA. All information herein has
been prepared solely for informational purposes, and it is not an
offer to buy or sell, or a solicitation of an offer to buy or sell
any security or instrument or to participate in any particular trading
strategy.
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