10b5-1 Plans Professionally Designed

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Sample Plan

How a 10b5-1 Plan Works

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INSTRUCTIONS

STEP 1:    CALL 1-888-323-PLAN (7526 X17) to Receive Password and User Name
OR COMPLETE THE E-MAIL BOXES BELOW TO RECEIVE YOUR USER NAME AND PASSWORD.

STEP 2:  WHEN YOU RECEIVE USER NAME AND PASSWORD PROCEED TO LOGIN ON MENU AND ENTER THE   PASSWORD AND USER NAME.


First Name
Last Name
Company Name
State
Daytime Phone() -
Evening Phone() -
E-mail Address
Comments

Thom F. Carroll, CLU is a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer.  In this regard, this communication is strickly intended for individuals residing in the states of Maryland, Delaware, Florida, New York, Pennsylvania, District of Columbia.Virginia and California.

Thom F. Carroll, CLU is also separately registered as an investment advisor representative under Carroll, Frank & Plotkin, LLC, a registered investment adviosr, offering advisory services in the state of Maryland.  As such, these services are strictly intended for individuals residing in Maryland.

 

IMPORTANT CONSUMER INFORMATION:

A broker-dealer "BD", investment advisor "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 advisor, 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 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 requirements, or an applicable exemption or exclusion. 

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


                                  Village of Cross Keys / One Village Square, Suite 155 / Baltimore, Maryland 21210  (410) 323-3600
                E-mail: ThomCarroll@CFPFinancialAdvisors.com Web Site: www.CFPFinancialAdvisors.com FAX (410) 323-PLAN
                                                                                  TOLL FREE 1-(888)-323-7526
                                               “Has been serving clients with distinction for three decades"
                                     Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC
                       Advisory services offered through Carroll, Frank & Plotkin, LLC, a registered investment advisor.

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