Business Description

Independent financial planner focusing on providing you with the service you deserve, and building a long-term relationship.

General Information

Gender:

Male

CRD#:

4715897

Firm CRD#:

2882

Name of Broker/Dealer:

ING Financial Partners, Inc.

States Licensed in:

CA, SC, FL

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors, Businesses

Education

Academic Background

MBA - University of Phoenix

Services

Investment Types:

Alternative Investments, Options & Futures, Mutual Funds, Annuities, Stocks, Bonds

Qualifications & Memberships

Securities Licenses:

Series 6, Series 65, Series 63, Series 7

Insurance and Annuity Licenses:

Annuity, Disability, Variable Life, Long Term Care, Variable 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:

$100,000

Compensation Methods:

Hourly, Flat Fee, Based on Assets, Commissions

Fee % Based on Assets:

1.2%

Hourly Rate:

$150

Additional Details on Charges:

Depending upon what services are desired, my fee can be adjusted.

Prepared By:

Scott Smith