| Advisor Profile |
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Business Description |
| Our focus is professional asset management of retirement accounts for individuals and businesses seeking sound, objective advice while developing a relationship of trust and service. |
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General Information |
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| Years of Experience in Financial Services: |
5
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Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, Annuities
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Series 65, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 63, Certified Fund Specialist
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Assets Managed by Firm: |
Yes
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Compensation & Fees |
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| Additional Details on Charges: |
Varies in relation to account size, typically .25 - 1%. Also depends on investment vehicle utilized.
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| Prepared By: |
Brandon Stimpson |
Frequently Asked Questions |
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