Business Description
Success for the long run requires the prudent combination of timely, appropriate wealth management strategies with a personal advisory relationship that stands the test of time. Wealth Advisors represents a new generation of financial services, offering complete integration of services for high-net-worth individuals through a single access point.
General Information Gender:    Male CRD#:    1909437 Firm CRD#:    29604 Name of Broker/Dealer:    National Planning Corporation States Licensed in:    AZ, AR, CA, CO, IN, NY, NC, VA, WA Years of Experience in Financial Services:    19 Number of Years with Current Firm:    5 I work with the following types of clients:    Individual Investors
Education Academic Background   Ball State University (1968)
Services Investment Types:    Options & Futures, Annuities, Stocks, Bonds
Qualifications & Memberships Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER (CFP®) Securities Licenses:    Series 7
Firm Information Number of Advisors in Office:    Up to 10 employees
Compliance Investment Advisor 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:    Based on Assets, Commissions, Flat Fee, Hourly Fee % Based on Assets:    1% Hourly Rate:    $175
Prepared By:	Jay Miars
Most Recent Update:	07/22/2008

Frequently Asked Questions

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