Business Description

I am a Registered Investment Advisor representative and Registered Financial Consultant specializing in retirement planning and portfolio management. I am part of an INDEPENDENT FAMILY-OWNED firm. I work with my father, mother, 2 brothers and brother in-law and several others. We have over 5,500 clients in Northeast Florida and our current book of business is over 330 million in assets. As an independent family-owned firm, we demonstrated a consistent ability to protect and grow the hard-earned assets of our clients, many of whom have experienced major life changes including retirement, divorce, change of career, bought or sold a business or the loss of a spouse. We help individuals who are looking to save and invest towards retirement. We provide strategies to individual business owners and small businesses that are looking to design or implement a retirement plan. We also specialize in planning for individuals who have retired and are now in the distribution phase of retirement. We handle IRA rollovers for those who have old 401K or other plans with a previous employer. Investments we offer can range anywhere from traditional savings accounts to fixed and variable annuities to our own custom mutual fund portfolios that we manage on a fee-based platform. I also handle college funding with the use of 529 plans. Come see why working with an INDEPENDENT AND FAMILY-OWNED firm makes a difference.

General Information

Gender:

Male

CRD#:

4572116

Firm CRD#:

106594

Name of Broker/Dealer:

Veritrust Financial, LLC

States Licensed in:

FL, GA, NY

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Businesses, Individual Investors, Non-Profit Organizations

Education

Academic Background

BS, Finance and Marketing - Florida State University

Services

Investment Types:

Stocks, Annuities, Mutual Funds, Bonds

Qualifications & Memberships

Certifications, Accreditations & Designations:

Registered Financial Consultant (RFC)

Securities Licenses:

Series 65, Series 7, Series 63

Insurance and Annuity Licenses:

Health, Annuity, Life

Firm Information

Number of Advisors in Office:

Up to 10 employees

Compliance

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:

$50,000

Compensation Methods:

Based on Assets, Commissions

Additional Details on Charges:

Fees vary from commission-based to fee-based depending on the individual's financial situation.

Prepared By:

Philip Detlefs