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My 401(k) Partners

Chris Kelly and Craig Truman are Registered Representatives of and offers securities and investment advisory services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer and registered investment adviser. My 401k Partners is a marketing name. 

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, ID, IL, MA, NC, NJ, NV, NY, OH, TN, UT, WA, WV and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.  

IMPORTANT CONSUMER 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.
 

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck