Oil & Gas
Any loan over $1M cannot be submitted without prior approval from home office.
*On new self-directed IRA accounts, a minimum rollover amount is $51K for a $50K loan.
See the Disclosure page in the new self-directed IRA Application.
Placement of advertisements and referral methods for your Private Practice are at your sole discretion. However, in order to solicit referrals, the Representative shall not make promises or issue any warranty either expressed or implied pertaining to the goods or services offered by the Company unless authorized in writing by the Company to do so.
Public advertising of any product offerings of AAI is strictly prohibited.
3 Business DaysSuitability review at WealthForge
4-6 Business DaysFunds Clear at WealthForge's Escrow Account. WealthForge initiates transfer of funds on Wednesdays which could
take 2-3 Business days to settle
7-13 Business DaysWealthForge transfers funds to Resolute. Resolute will then release funds to Homebound. Homebound will then fund AAI
Funds en Route