Business Description

Delivering Financial Planning and Services with Excellence

Creating Close Relationships with Our Clients and Serving Their Families Well on a Long Term Basis

Encouraging and Activating the Charitable Aspirations of our Clients and Enabling the Accomplishment of Good Works.

General Information

Gender:

Male

CRD#:

4129455

Years of Experience in Financial Services:

Education

Academic Background

BS, Mechanical Engineering - Georgia Institute of Technology (1975)

Services

Investment Types:

Stocks Mutual Funds, Bond Mutual Funds, Bonds, Stocks, Annuities, International Investments, Real Estate, Alternative Investments

Qualifications & Memberships

Certifications, Accreditations & Designations:

Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 7, Insurance License (Life & Health; Long Term Care; Specify below), Certified Financial Planner

Firm Information

Number of Advisors in Office:

Up to 10 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Fee % Based on Assets:

Hourly Rate:

165

Prepared By:

Terry Ford

Most Recent Update:

08/20/2008