RESOURCES
Retirement Income Grid
Click Here to calculate your Retirement Income
Advisor Interview Questionnaire
Click Here to view our Advisor Interview Questionnaire
4 Quarter Process
Click Here to view our 4 Quarter Process Page
Access to your account information:
Albridge (Overall) Client Access:
www.mainaccount.com/next
NetX (Pershing) Client:
www.netxclient.com
Schwab (W. E. Donoghue, Summit Alliance, Pacific Financial):
www.schwab.com
TD Ameritrade (Pacific Financial):
www.advisorclient.com
Regulators Financial Industry Regulatory Agency (FINRA)
finra.org
Alabama Department of Insurance
insurance.state.al.us
Georgia Department of Insurance
gainsurance.org
Tennessee Department of Insurance
tn.gov/commerce
Broker / Dealer NEXT Financial
nextfinancial.com
Commercial financial information sites:
Bloomberg
bloomberg.com
The Wall Street Journal
wsj.com
PryorMcCormick Investments
4000 Southlake Park, Suite 200
Birmingham, AL 35244
Securities and investment advisory services offered through Sterne Agee Financial Services.
Member FINRA/SIPC.
PryorMccormick is not an affiliate of Sterne Agee Financial Services.