- September 7, 2017
- Posted by: Joseph Baer
- Categories: Brokers, Financial Planning and Investment Blog
Successful Portfolios LLC has developed a Business Continuity Plan on how we will respond to events that disrupt our business. Since the timing and impact of disasters and disruptions are unpredictable, we intend to be flexible in responding to actual events as they occur. With that in mind, we are providing you, our valued client, with this information on our business continuity plan.
If after a significant business disruption, you cannot contact us as you usually do at (727) 744-3614, please try contacting us via email:
Parker Evans – firstname.lastname@example.org
David Bennett – email@example.com
Joe Baer – firstname.lastname@example.org
If you cannot contact us via email, you can contact your brokerage firm for assistance with your account:
Interactive Brokers Professional Services | www.interactivebrokers.com | (866) 694-2757
Charles Schwab Advisor Services | www.schwab.com | (877) 738-6817
Scottrade Advisor Services | www.scottrade.com | (877) 726-8741
TD Ameritrade Institutional | www.advisorclient.com | (888) 613-2401 X13
In the event of a disruption, we intend to resume operations as quickly as possible. Please contact us with any questions. Thank you.