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Melville Financial Advisors
Blue Chip Financial Corp.
200 Broad Hollow Rd., Suite 207
Melville, NY 11747
(631) 485-4860
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Advisor Profile
Name: Thomas Dougherty
Phone Number: (631) 485-4860
Website: Visit Website
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Business Description

Blue Chip Financial Corp offers quality financial services and insurance products, often reserved for the wealthiest investors to individuals, public and private businesses regardless of size or status.
 

General Information

Gender:    Male
CRD#:    1745868
Firm CRD#:    2882
Name of Broker/Dealer:    ING Financial Partners, Inc.
States Licensed in:    NY, NJ, NV
Years of Experience in Financial Services:    16
Number of Years with Current Firm:    7
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
 

Education

Academic Background
 
Bachelor of Science degree - Long Island University
 

Services

Investment Types:    Mutual Funds, Insurance, Annuities, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Life Underwriter Training Council Fellow (LUTCF)
Securities Licenses:    Series 6, Series 63, Series 65
Insurance and Annuity Licenses:    Variable Life, Disability, Variable Annuity, Long Term Care, Life, HMO, Health, Annuity, Accident, Casualty, Property
Non-Financial Organization Memberships:    American Business Assoc. The Ancient order of the Hiberians, Knights of Columbus, Long Island Entrepreneurs Group and the Business Breakfast Club of Queens and Long Island.
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
I work with clients as part of a team:    Yes
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

I am a fee-based financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets, Hourly, Flat Fee, Commissions
 
 
 
Prepared By: Thomas Dougherty
Most Recent Update: 11/10/2008