| Additional Information
Here we offer a listing of important sources of information related to a broad range of topics and industry specific categories.
American Association of Individual Investors (AAII)
625 N. Michigan Avenue
Chicago, IL 60611-3110
(800) 428-2244
The AAII is an "independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research." For a membership fee of $49, you receive a monthly magazine and an annual mutual fund review.
American Institute of Certified Public Accountants (AICPA)
PFS Division
1211 Avenue of the Americas
New York, NY 10036-8775
(800) 862-4272
Morningstar Mutual Funds
53 W. Jackson Blvd.
Chicago, IL 60604
(800) 876-5005
Morningstar provides a comprehensive listing of over one thousand mutual funds, including load, no-load, equity and fixed-income.
National Association of Personal Financial Advisors
1130 Lake Cook Road, Suite 105
Buffalo Grove, IL 60089
(800) 366-2732
This association provides a free brochure containing frequently asked questions concerning topics such as disclosure. Listings also supply fee-based planners in your local area. To view their Web site, click here.
National Association of Securities Dealers (NASD)
P. O. Box 9401
Gaithersburg, MD 20898
(800) 289-9999
Accesses information for pending litigation or other disciplinary action against brokers and their firms.
Securities and Exchange Commission
Office of Consumer Affairs and Information Services
450 Fifth Street, N.W.
Washington, DC 20549
(800) 732-0330
Maintains a database of all registered investment advisors. |