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Summary

The following is a list of specifics points accumulated from the previous information pages, designed to educate an athlete on relevant financial industry topics.

  • Work with a Financial Advisor employed by a national firm that is a member of FINRA and the SIPC.
  • Work with a Financial Advisor who is personally licensed in the US state where you reside.
  • Work with a Financial Advisor who is independent of your agent.
  • Work with a Financial Advisor who is independent of a Financial Planner.
  • Work with a Financial Advisor who has professional athlete lifestyle experience.