| Advisor Profile |
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Business Description |
I will be a trusted partner with my clients, helping them build and implement personal financial plans that meet all of their concerns. The plans and implementation will serve as foundations for their work toward or maintenance of financial independence.
I will maintain contact, to assure that their plans adapt to changes in their lives.
I will maintain strict confidentiality.
Most of all, I will listen to my clients and choose only the most appropriate recommendations for them. |
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General Information |
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| Years of Experience in Financial Services: |
4
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Education |
| Academic Background |
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PhD, Chemistry
MBA, Management and Finance |
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Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, Bonds, Other, Stocks, Annuities, International Investments, Real Estate, Alternative Investments
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 6, Series 7, Insurance License (Life & Health; Long Term Care; Specify below), Series 63
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Assets Managed by Firm: |
Yes
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Compensation & Fees |
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| Additional Details on Charges: |
The hourly fee will vary depending on the complexity of the case. The annual fee as a % of assets will be more for smaller accounts.
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| Prepared By: |
Hayden Lipp |
| Most Recent Update: |
07/30/2008 |
Frequently Asked Questions |
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