Amend Advisor Profile Information

 

We update all profile information periodically, so if your information is out of date, please refrain from submitting a request.

*All requests are reviewed by a Finance Friends representative prior to approval*

Desired amendments:

Part 1: General Information 1

 
 

Firm description: 1000 character max.

1000 character max.

Firm tagline: 100 character max.

100 character max.

Firm specialties: (Retirement Planning, Tax Advice, etc)

*Enter as comma separated values*

Upload banner image: Max file size 25mb

 
Add Image

Upload profile image: Max file size 25mb

 
 
Add Image

Part 2: Performance Information 1

 
 
 

Would you like to include your fund's net performance in your profile page? This greatly increases the conversion of site viewers. 

How many funds or programs would you like to include in your profile?

(up to 3)

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Fund 1

Fund description: 150 character max.

150 character max.

Fund's fees description: 150 character max.

How long has this fund existed?

Investment Advisor Marketing: Rule 206(4)-1

**MUST BE NET PERFORMANCE (including any and all fees)**

 
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Enter EOY performance: (do not include the '%' in your number entry):

 

Year 1:

%

...

 

Fund's beta:

 

Fund 2

Fund description: 150 character max.

150 character max.

Fund's fees description: 150 character max.

How many years of net performance data would you like to include?

Investment Advisor Marketing: Rule 206(4)-1

**MUST BE NET PERFORMANCE (including any and all fees)**

 
arrow&v

Enter EOY performance: (do not include the '%' in your number entry):

 

Year 1:

%

...

 

Fund's beta:

 

Fund 3

Fund description: 150 character max.

150 character max.

Fund's fees description: 150 character max.

How many years of net performance data would you like to include?

Investment Advisor Marketing: Rule 206(4)-1

**MUST BE NET PERFORMANCE (including any and all fees)**

 
arrow&v

Enter EOY performance: (do not include the '%' in your number entry):

 

Year 1:

%

...

 

Fund's beta:

 

Please attach a document verifying your performance submission(s). Should we identify any incongruities, we will mark your Finance Friends' profile page with a badge indicating fraudulent activity.

 
Select File

Your request has been submitted. We will reach out shortly.