Free Tools & Resources


Helpful Websites

Tax Preparers
Warning Signs of Securities Fraud On Tax Returns

The Differences Between Using a Stockbroker or an Investment Advisor 

Cutting through the Confusion: Where to Turn to Help for Investments

Securities 101 for Louisiana Law Enforcement Manual

CON ARTIST- OFI Poster

Are you a Target for Investment Fraud?

Check Out Your Investment Professional With A Free CRD Report From OFI

Complimentary Speaker for Groups/Conferences

Remove Your Name From Mailing or Calling Lists

Promissory Notes:  Promises, Problems

Conversation Starters
How To Have "The Money Talk" With Your Loved Ones
Couples  --  Families  --  Military  --  At the Office  --  Empty Nesters  --  People in Crisis

Investor Bill of Rights

Investor Checklist (form)

Top 12 Questions To Ask About a Free Meal Investment Seminar (form)

FINRA Broker Check

Contact Information - Other Agencies


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Updated December 20, 2017