INVEST FINANCIAL CORPORATION'S PRIVACY POLICY

Registered Representative of INVEST Financial Corporation (INVEST) member FINRA, SIPC, a registered broker/dealer and registered investment adviser, is not affiliated with TMB Financial, LLC.  Securities, advisory services and insurance products are offered through INVEST and affiliated insurance agencies. 

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may

only conduct business in a state if the representatives and the BD or IA they

represent (a) satisfy the qualification requirements of, and are approved to do

business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the

extent that they provide individualized responses to investor inquiries that

involve (a) effecting, or attempting to effect, transactions in securities; or (b)

rendering personalized investment advice for compensation.