CRD#

1920232

Firm CRD#

284112

Insurance License#

989857

Name of Custodial Firm

TD Ameritrade

States Licensed in

00073800

Years of Experience in Financial Services

32

Number of Years with Current Firm

14

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Tax Advice and Services, Legal Advice and Services, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Securities Licenses

Series 65

Insurance and Annuity Licenses

Property, Casualty, Accident, Annuity, Health, Life, Variable Annuity, Long Term Care

Firm's Number of Clients

300

Firm's Number of Planning Clients

200

Firm's Number of Managed Clients

200

Assets Managed by Firm

$49,000,000

Advisor's Number of Clients

250

Advisor's Number of Managed Clients

200

Advisor's Number of Planning Clients

100

Assets Managed by Advisor

$30,000,000

Fee Structure

Fee-Based

Compensation Methods

Commissions

Fee % Based on Assets

1.5% ave

Hourly Rate

$250

Additional Details on Charges

Fee based but no fees on fixed or fixed index annuities charged by me or my firm.

Minimum Fee Charged for Managed Accounts

$250

Minimum Fee Charged for Hourly Planning Accounts

$250

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