| Advisor Profile |
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| Name: |
Jay Miars |
| Phone Number: |
(760) 268-9025 |
| Website: |
Visit Website
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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. |
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General Information |
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| Name of Broker/Dealer: |
National Planning Corporation
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| States Licensed in: |
AZ, AR, CA, CO, IN, NY, NC, VA, WA
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| Years of Experience in Financial Services: |
19
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| Number of Years with Current Firm: |
5
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| I work with the following types of clients: |
Individual Investors
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Education |
| Academic Background |
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| Ball State University (1968) |
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Services |
| Investment Types: |
Options & Futures, Annuities, Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER (CFP®)
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| Securities Licenses: |
Series 7
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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| Compensation Methods: |
Based on Assets, Commissions, Flat Fee, Hourly
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| Fee % Based on Assets: |
1%
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| Prepared By: |
Jay Miars |
| Most Recent Update: |
07/22/2008 |
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