I work with my clients to help them meet their financial goals, needs and wants.
I build successful, long-term client relationships based on trust, open communication, and integrity.
I work with my clients to help Protect, Preserve, and Grow their net worth.
I work with my clients to be as prepared as possible for major life changes and milestones such as; college education, retirement, long term care, disability, and estate preservation.
I work with my clients to be sure their investment portfolio is diversified according to their risk tolerance.
I do my best to improve my client's future quality of life. By treating each client individually, since every client has a unique set of circumstances.
|Name of Broker/Dealer:||Lincoln Financial Securities Corp.|
|States Licensed in:||SC|
|Number of Years with Current Firm:||6|
|I work with the following types of clients:||Individual Investors|
|Investment Types:||Stocks , Mutual Funds , Bonds , Annuities|
|I can meet clients in the following ways:||At my office|
|Qualifications & Memberships|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|Compensation & Fees|
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Commissions , Flat Fee|
|Additional Details on Charges:||Fees are based on the complexity of the situation and agreed upon up front.|