Securities and Advisory Services offered through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Capital Advisory Partners and United Planners are independent companies.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or 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 requirements.