Join or Login for Access

SL advisors Listing
Financial Advisor   

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

Member Level
Last Activity
within 3 months

Business Mix:

1% Comm
99% Fee


Shreveport, LA, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


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

Peer to Peer

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging