Broker Check

RFC® Code of Ethics

  1. I will at all times put my client’s interest above my own.
  2. I will maintain proficiency in my work through continuing education.
  3. I will abide by both the spirit and the letter of the laws and regulations applicable to financial planning services.
  4. When fee-based services are involved, I will charge a fair and reasonable fee based on the amount of time and skill required.
  5. I will give my clients the same service I would give myself in the same circumstances.

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