How Do I Check Your Credentials?

Q: Jeff, you certainly sound like the very best. How does one check you out? Do you have references? Everything on the internet about you, comes from you. I hope this doesn't offend you in any way. I've heard and seen so much lately from several different sources, that I'm really confused. I need a CFP that I feel safe and confident with. One I can trust.

A: I'm not offended at all. In fact, I think you should check out anyone that you work with.

First, you can go to www.finra.org. This is what used to be the NASD site. There you can check out a broker or advisor and see if there are any disciplinary actions. Since my firm is a registered investment advisor, you can check me out here:

http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_OrgSearch.aspx

The CRD number is 123835.

In most states, you don't have to be licensed with the state until you have over 5 clients in that state. You'll see the states in which I am currently registered. I have clients in many states across the country.

Currently I am a state-registered advisor. Once a firm's assets reach a certain level they are required to become an SEC registered firm. That is done in January of each year and my firm will be registering with the SEC then.


If someone is a Certified Financial Planner, you can verify it at:

www.cfp.net

From there you can search for a planner. Enter my last name 'voudrie' and select Tennessee for the state and it will pull up my information. Here's a link to the search page:

http://www.cfp.net/search/


Lastly, and perhaps most importantly, I provide a list of client references. This allows prospective clients to contact existing clients and learn what their experience has been like. Moreover, I provide a many, not just 2 or 3.

Your posted comments on this and other questions are welcome.
If you have a question for Jeff an answer is just a click away.
Find a wealth of information at Jeff's website.