What is an Accredited Investor?
 

Non-Accredited Investor

N1. I am not an accredited investor, but am still interested in learning more about managed investment products.

Individual Investor

I1. I am an individual with a net worth, or if married, a joint net worth with my spouse, exceeding $1 million.

I2. I am a natural person who has an individual income in excess of $200,000 in each of the two most recent years and have a reasonable expectation of reaching the same income level in the current year.

I3. I am a natural person who has a joint income with my spouse in excess of $300,000 in each of the two most recent years and have a reasonable expectation of reaching the same income level in the current year.

I Am Interested In Alternative Investments
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Please Read Terms and Conditions Below
   
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I Qualify As An Accredited Investor Under The Designation As Shown Above
 

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  I Have Read & I Agree to the Terms, Conditions & Disclosures Listed Below.
 
 

Electronic Signature

You acknowledge and agree to provide your binding electronic signature and agreement to the terms above and with notice of the following conditions. You agree that by selecting the "I Agree" button below, you are providing your electronic signature on this registration form, thereby establishing your written agreement and affirmative consent to receive email communications and telephone solicitations from Streettalk Advisors, LLC. [and to receive or deliver documents and other information electronically, including by email or on or through our website].

You have the right to call us and obtain this electronic agreement in paper or nonelectronic form at no cost to you. You have the right to withdraw your consent; however, any withdrawal shall not affect the validity of any electronic signature, contract, agreement, consent or delivery effected prior to such withdrawal.

When considering alternative investments, including hedge funds, you should consider various risks including the fact that some products: often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees, and in many cases the underlying investments are not transparent and are known only to the investment manager.

By submitting this Form, I certify that I have read and understand the definition of "accredited investor", and that I qualify as an "accredited investor" or have stated otherwise. I am knowledgeable about finances and investments, and have the ability to sustain the total loss of an investment. I represent and certify under penalty of perjury that the foregoing statements are true and correct.

Charles Schwab & Co., Inc. is a full service broker / dealer registered with one or all of the following:  NASD, NYSE and the SEC, as well as, individual states where applicable.  All information contained herein is for informational purposes only and does not constitute a solicitation, or an offer, to sell securities or advisory services.  Such solicitation or offer can only be made in states where Wunderlich Securities, Inc. is registered and no new account will be accepted unless, and until, all local regulations have been satisfied.

Regulatory Disclosure

Streettalk Advisors, LLC is a U.S. Securities and Exchange Commission Registered Investment Advisory firm. Streettalk Advisors, LLC does not render or offer to render personalized investment advice or financial planning advice through this web site. This site is limited to providing you with general information on our services and philosophy and provides a way for you to contact our firm. Advice can only be rendered after the following conditions are met:

Registration of the adviser with the U.S. Securities and Exchange Commission as a Registered Investment Adviser if the adviser has more than $25,000,000 under management.

Delivery of a disclosure statement by Advisor to prospective client.

Execution of an Investment Advisory and/or Financial Planning agreement between the client and the advisor.

Adviser may transact business only in States in which it is registered, or in which it is exempted from registration. The Investment Adviser must also be registered or exempted or excluded from registration in any state in which it responds to persons in that State to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation.

SEC Registration:

Streettalk Advisors, LLC is an SEC Registered Investment Advisor located in Houston, Texas. Streettalk Advisors, LLC and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC Registered Investment Advisors by those states in which Streettalk Advisors, LLC maintains clients.

Streettalk Advisors, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

 

   
         
 
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