Overview

Client base lives in Gulf Coast region: Robertsdale, AL, Pensacola, Gulf Breeze, Milton, Crestview, Fort Walton Beach, Destin, Santa Rosa Beach, and Panama City Beach FL. Independent Financial Advisor serving upper middle class clients and GenX/Millenial beginner savers. Over 25% of clients are military/civil service.
Commission-based and fee-based capabilities with large network of mutual fund, annuity, LTC, and insurance providers. Two other advisors on my local team, with strong regional alliances with other advisors in BD. Series 6,63,65

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...