$1MM AUM | $1 GDC in Shreveport, LA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Successor
Location
Shreveport, LA, US
Fee 0% Commission 100%
Gross Revenue
$1
# of Accounts
1
Avg Client Age
1
Overview

I am an inactive CPA/CFP/Series 7. I was a CPA with Arthur Anderson and KPMG before becoming a CFP/Series 7 investment adviser with Morgan Keegan, Bank One, and Axa/Equitable. My last financial services position before going into the gospel ministry was as the Northwest Louisiana Financial Planning Specialist for Merrill Lynch. For the last 15 years I have served in the ministry - starting a new church from scratch with ten people which now is established with several hundred members. I am currently praying about future ministry/life plans and am investigating the concept of buying an existing practice as a part of those plans.

Extended Profile Information

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