Dougherty & Company LLC, Dougherty Mortgage LLC, Dougherty Funding LLC, Dougherty Equipment Finance LLC, Dougherty Wealth Advisers LLC and/or any affiliates (“Dougherty”) prepared the information accessible herein. By accessing this information, you agree to the following.
The information contained herein has been compiled from sources believed but not guaranteed to be accurate, reliable or purported to be complete. The information on this site is not intended to be used as the primary basis of investment decisions. It is for informational purposes only and is not a representation by us or an offer or a solicitation of an offer to sell or buy any security. Any opinions or estimates expressed are statements of judgment on this date and are subject to future change without notice as is other information.
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Dougherty is not a bank or a credit union, and the products & services Dougherty offers are not insured by the FDIC.
Any quotations provided through this website may be delayed and may not reflect the prices at which the security may actually be bought or sold. You should not make any decisions to buy or sell securities based on such quotations.
Because of individual requirements and risk (i.e. credit, liquidity, market, volatility) involved with securities, securities mentioned herein should not be construed as suitable for all accounts. Any securities mentioned or perceived recommendations made herein are intended for investors who are aware of, financially able to bear and suited to the inherent risks involved. Both the general sense and suitability for individual acquisition or sale of any security should be a matter of discussion between an investment executive and client before any transactions occur. Dougherty does not give legal or tax advice. Any reference to tax information, such as AMT, may not be applicable to all clients given different client tax statuses. You should consult your own tax advisor regarding the tax consequences of a specific transaction.
Income from investments may fluctuate. The price or value of the investments, to which the research or other information relates, either directly or indirectly, may fall or rise against the interest of investors. Any prices included herein are indicative only and may vary significantly from prices available from other sources. An indicative price of a transaction/security/instrument may differ substantially from an actionable value. Indicative price and availability are subject to change without notice.
The information or opinions provided by third parties via links from this websites are beyond Dougherty’s control. Therefore, they are believed to be reliable, but accuracy and completeness cannot be guaranteed.
To help the government fight the funding of terrorism and money laundering activities, Federal Law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
What this means for you: When you open an account, we will ask for your name address, date of birth and other information that will allow us to identify you. We may ask to see your driver's license or other identifying documents.
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Additional information is available upon request.