PlanFIRST, Inc. – Disclosure Notice
PlanFIRST is an SEC-registered investment advisor located in the state of South Carolina. PlanFIRST and its representatives are in compliance with the current notice filing requirements imposed upon SEC-registered investment advisors by those states in which PlanFIRST maintains clients. PlanFIRST may transact business only in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements.
PlanFIRST ’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of PlanFIRST ’s website on the Internet should not be construed by any consumer and/or prospective client as PlanFIRST ’s solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet.