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Jerry Style, EA, CFP®, is a registered representative registered to transact business with clients in NY,AR, CA,CO, FL, IL,MD, MI, NJ. Jerry Style, EA, CFP®, is advisory licensed in the following states NY,FL,OH,OR. Jerry Style, EA, CFP® is also an insurance agent licensed CO,FL,GE,IL,MD,MI,NJ,NY,NC. August Lentricchia, is a registered representative registered to transact business with clients in NY,VA,FL. August Lentricchia is also advisory licensed in NY as well as insurance agent licensed in NY. Alice Painter, is a registered representative registered to transact business with clients in NY. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member:SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
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