| Advisor Profile |
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Business Description |
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General Information |
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| Years of Experience in Financial Services: |
25
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Education |
| Academic Background |
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| Degree in Business and Marketing - Texas Tech University |
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Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, Annuities, Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Life Underwriter, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Certified Financial Planner, National Association of Insurance & Financial Advisors
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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 |
| Fee % Based on Assets: |
1.5
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| Additional Details on Charges: |
Hourly fees are for comprehensive financial plans. Fees as a % of assets under management vary from 2.84% down to 1.17% depending on size of assets under management and the types of investments used in the portfolio.
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| Prepared By: |
Barry Malone |
Frequently Asked Questions |
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