Broker Check

Investment Companies

To access account values directly from our office or the investment companies' customer service representatives direct, below we have listed their numbers below:



American Funds - 800-421-0180

Behringer Harvard - 866-655-3610

BlackRock Funds - 800-441-7762

Dividend Capital - 866-185-9113

First Eagle - 800-334-7348

Inland American - 855-377-0510

Ivy Funds - 800-777-6472

Jackson National - 888-451-2582 

KBS - 866-527-4264

Lincoln - 800-443-8137

MFS - 800-343-2829

Oppenheimer - 800-323-7048

Pacific Life - 800-711-6720

PIMCO - 800-835-3401

Prudential Mutual Funds - 888-778-5471

Prudential Annuities - 800-752-6342