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Onboarding

Welcome to Research Financial Group!

To begin our onboarding process, please select and complete the items below.  Privacy, security and confidentiality is important to us.

 

Household Cash Flow Sheet PDF

Personal Profile Sheet PDF

Secure Document Upload

525 University Avenue
Rochester, NY 14607

   

P | 585-271-4020
TF | 800-228-3442
F | 585-271-4123
E | info@researchfinancialgroup.com

Account View

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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 adviser, 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;Representatives of a broker-dealer ("BD") or investment adviser ("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. 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) affecting, or attempting to affect, transactions in securities;or (b) rendering personalized investment advice for compensation.

LPL Financial Form CRS

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