| Advisor Profile |
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Business Description |
| Pro actively providing solutions as an advisor and acting in a fiduciary capacity for you, doing what's in your best interest for current and future situations. |
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General Information |
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| Years of Experience in Financial Services: |
13
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Education |
| Academic Background |
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| Business Degree - East Central University (1992) |
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Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, Bonds, Stocks, Annuities, International Investments, Options, Real Estate, Alternative Investments
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Series 65, 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 |
| Fee % Based on Assets: |
1.5
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| Additional Details on Charges: |
Fee's are based on asset class and size of portfolio
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| Prepared By: |
B. J. Cowan |
| Most Recent Update: |
09/15/2008 |
Frequently Asked Questions |
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