The color(s) blue, green, white and black is/are claimed as a feature of the mark.
"CUSTOM", "PLANNING", "PLANNING TEAM", "PORTFOLIO MANAGER", "CLIENT SERVICES SPECIALIST", "REPRESENTATIVE", "PORTFOLIO MANAGER", "ADVISOR REPRESENTATIVE", AND "CLIENT"
The mark consists of a house in blue with a green roof. The entire house is outlined in dark blue with two windows outlined in black with a white background. The words "Advisor / Representative" in white are on the roof, and the word "Client" in white is on the house. The following words in dark blue are clockwise around the house with arrows in dark blue pointing to the house: "Custom", "Planning Door", "Planning Team", "Portfolio Manager", "Client Services Specialist", "Representative", "Portfolio Manager Door".