Investor Information


Working with an independent professional, you are provided advice and guidance with flexibility allowing for an unique and individual tailored experience to pursue your financial goals.  The information below is for ViaQuest Financial Group clients and provides a better understanding of our affiliations and our custodian.


View the Customer Relationship Summary


Arbor Point Advisors

Arbor Point Advisors Form ADV

Business Continuity Plan Disclosure

Privacy Statement


Securities America

Securities America, Inc. Customer Agreement

Business Continuity Plan Disclosure

Customer Privacy


TD Ameritrade Institutional

Client Agreement

Business Continuity

Privacy Policy