ABOUT OUR VIRTUAL OFFICE


 
The SITE OVERVIEW page, where you are now, is an overview of our site, a little about our technology, some important definitions used in our site and our business, disclosures and disclaimers required by various regulatory agencies and, at the bottom, some locator maps to help find our office in downtown Fort Worth.

The WHO WE ARE page will give you some information about us and our People, while the WHAT WE DO and HOW WE DO IT pages will explain a little about our our Services and our Approach. Here we cover information about the background of the firm and how we do what we do. We also provide information regarding our experience, services and compensation.

In our NEWS section, we post Bulletins relating to various investment strategies or topics.

For links to investment information resources on the Internet for stocks, bonds and mutual funds; various publications and articles; and informational and/or interesting sites please visit our HELPFUL LINKS page. These resources include not only general business information but also some of the more in-depth information.

Our YOUR INFORMATION page is still in the planning stage.  Eventually, we plan to provide you with access to your account information and financial positions through links to pertinent sites as well as in-house information.

Technology

We are committed to ongoingly exploiting technological advances that we perceive to truly add value for our clientele. We currently utilize a local area network (LAN) as well as the World Wide Web on the Internet. Our focus going forward from both a technology standpoint and in general is on active participation in NETWORKS. Our network communications will consist of both "push" (we send to you via E-mail) and "pull" (you retrieve from our Virtual Office) interactive technology.

IMPORTANT DEFINITIONS

Certified Financial Planner (CFP) licensee - an individual licensed through the CFP Board of Standards; qualifications for licensee status are characterized by the "Four E's" which are Education, Examination, Experience and Ethics.

Registered Investment Adviser (RIA) - In the United States, a person (natural or non-natural) registered as an investment advisor with the Securities and Exchange Commission under the Investment Advisers Act of 1940, and/or with any of the various states' applicable regulatory authorities, under provisions generally similar to those found in the 1940 act.

Form ADV - The uniform form for use by investment advisors to register and update registrations with the Securities and Exchange Commission and the jurisdictions that require advisors to register. The form is also used to comply with SEC Rule 206(4)-4, which obligates investment advisors to disclose relevant financial and disciplinary information to clients.

 DISCLAIMER & DISCLOSURE


 

This website is for informational purposes only and does not constitute a complete description of our services. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY "LINKED" WEBSITE.

Subject to the above, securities offered through Rhodes Securities, Inc., NASD/SIPC, 505 Fort Worth Club Building, Fort Worth, Texas 76102, 817.334.0455

 LOCATOR MAPS


 

Area Map (scroll down for zoom map)

                                                             

Zoom Map

If after looking around you would like more information, please feel free to send us e-mail or call us.

Cumbie Advisory Services
306 W. 7th Street, Suite 442
Fort Worth, TX 76102
Phone: 817.335.1181
Fax: 817.335.1225
Email us