| Advisor Profile |
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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. |
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General Information |
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| Name of Broker/Dealer: |
Veritrust Financial, LLC
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| States Licensed in: |
FL, GA, NY
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| Years of Experience in Financial Services: |
7
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| Number of Years with Current Firm: |
7
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| I work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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Education |
| Academic Background |
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| BS, Finance and Marketing - Florida State University |
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Services |
| Investment Types: |
Stocks, Annuities, Mutual Funds, Bonds
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Qualifications & Memberships |
| Securities Licenses: |
Series 7
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| Insurance and Annuity Licenses: |
Annuity, Health, Life
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Registered Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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| Compensation Methods: |
Based on Assets, Commissions
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| Additional Details on Charges: |
Fees vary from commission-based to fee-based depending on the individual's financial situation.
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| Prepared By: |
Philip Detlefs |
| Most Recent Update: |
10/24/2008 |
Frequently Asked Questions |
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