Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Home
About Us
Client Center
- Portfolio Reporting and Account Access
Resources
Tools
- Glossary
- Tax Resources
Contact

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

Office: 972-239-7557

Fax: 972-386-7319

5001 Spring Valley Road, Suite 1120E

Dallas, TX 75244-8210

contact@finplaninfo.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Royal Alliance Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Darryl Meyerovitz, Daniel Meyerovitz CFP^®, and Mark Spalding are Investment Advisor Representatives of, and offer securities and investment advisory services through, Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer and registered investment advisor. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, IL, NC, NJ, NM, NV, NY, PA, TN, TX, and WI. No offers may be made or accepted from any resident outside the specific states referenced. In this regard, kindly note the following information:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

**Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss. With any investment vehicle, past performance is not a guarantee of future results.

Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA) member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.