* The Principals and Associates at Access are Registered Representatives of and offer securities
through Royal Alliance Associates Inc., Member NASD/SIPC. In this regard, this communication is
strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE,
FL, GA, IL, MD, MA, ME, MI, MS, NC, NH, NJ, NM, NY, PA, RI, SC, TN, TX, UT and
VA. No offers may be made or accepted from any
resident outside the specific states referenced.
Access Wealth Planning LLC is an Investment Advisor registered with the Securities and Exchange
Commission. The services we provide are offered through our Investment Advisory Representatives.
Services may be offered only in various states.
IMPORTANT CONSUMER INFORMATION:
A broker-dealer "BD", investment adviser "IA", a BD agent, or IA Representative may only
transact business in a state if first registered in that state, or is excluded or exempt
from registration in that state as a broker-dealer, investment adviser, BD agent or IA
Representative, as appropriate. Follow-up, individualized responses to persons in a state
by such a firm or individual that involve either affecting or attempting to affect transactions
in securities, or the rendering of personalized investment advice for compensation, will not be
made without first complying with appropriate registration requirements, or an applicable
exemption or exclusion.
For the information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.