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RESEARCH A PROFESSIONAL’S BACKGROUND

FINRA’S BrokerCheck and the SEC’s Investment Adviser Public Disclosure (IAPD) databases are free tools that may be used to conduct additional research on the background and experience of CFP® professionals and those who held CFP® certification at one time, including with respect to employment history, regulatory actions, and investment-related licensing information, arbitrations, and complaints.

» Search FINRA’s BrokerCheck

» Search the SEC’s IAPD database

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