Protecting Your Personal Information After the Equifax Breach


On September 7, Equifax, one of the country’s largest credit monitoring bureaus, announced they suffered a massive data breach, exposing millions of consumers’ personal information to hackers. Potentially, anyone with a credit history could be a victim of this unprecedented cybercrime. According to Equifax, the breach lasted from mid-May through July and approximately 143 million consumers were exposed.  Hackers accessed people’s names, Social Security numbers, birth dates, addresses and in some cases driver’s license numbers, the corporation reported.  Also included in the theft were credit card numbers for 209,000 people and certain dispute documents for another 182,000 U.S. consumers. As financial advisors, we understand the importance of keeping personally identifiable information private and protecting against increasing cyber threats.  In light of the Equifax incident here are the steps we recommend our clients take to protect their identity and accounts: Find out if you were exposed. Click on this link and follow the simple...

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Level Financial Listed in National Ranking for Advisory Firms


Financial Advisor Magazine’s annual ranking of large independent investment advisors listed Level Financial Advisors 391 out of 638 firms nationally, according to the publication’s July edition. Querying thousands of firms throughout the U.S., Level moved up ten spots from last year’s ranking of 401, posting 17% growth to $306 million in AUM (assets under management). “We’re excited about the growth we are experiencing and the results from our strategic planning efforts, as well as the commitment our employees have made to that plan,” said Level’s Chief Operating Officer Michael Heburn. The firm has continued its 2016 growth pattern with strong results in the first half of 2017. The company posted a record $337 million in AUM in July through strong market performance, marketing efforts, and acquisition activity, Heburn stated. FA Magazine  performs the annual survey as a means of measuring growth among independent advisors across the country. Firms must be registered investment advisors and provide financial...

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