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 5,000 clients in Northeast Florida and our current book of business is over 300 million in assets. I help individuals who are looking to save and invest towards retirement. I also specialize in planning for individuals who have retired and are now in the distribution phase of retirement. I 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

Securities Licenses:

Series 7

Insurance and Annuity Licenses:

Annuity, Health, Life

Firm Information

Number of Advisors in Office:

Up to 10 employees

Compliance

Registered 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

Most Recent Update:

10/24/2008