An accredited investor is an individual or legal entity allowed to invest in securities that are not registered with the SEC. To be accredited, you must meet certain requirements regarding your wealth and income as well as your investment knowledge.
Accredited investor requirements are someone who either:
Has at least two years of income of $200,000 ($300,000 if combined with income from a spouse) and expects the same income or higher in the current year; or
Has a net worth of at least $1 million, not including the value of their primary residence; or
Holds a valid broker-dealer or investment advisor Financial Industry Regulatory Authority (FINRA) Series 7, 65 or 82 license, as of 2020; or
Is a general partner, director or officer of the company offering the unregistered securities, or can demonstrate professional knowledge regarding unregistered securities
As an accredited investor, you are able to participate in alternative investments that are not available to ordinary investors such as direct investments in the oil & gas industry. To learn more, please visit What Is An Accredited Investor? or if you would like to discuss our current accredited investor opportunities please fill out the form on our Contact Page or call our office at 972-992-3127.