| Advisor Profile |
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Business Description |
| I provide families and business owners with assistance in building their fianancial freedom. I have the skills, knowlege and experience to help meet and exceed my client's established goals. My personal goal is to become a lifetime resource for each and every client. |
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General Information |
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| States Licensed in: |
Alabama
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| Years of Experience in Financial Services: |
6
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| Work Experience: |
ALFA Insurance and MetLife
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Services |
| Investment Types: |
Variable Insurance Products, Alternative Investments, Annuities, Mutual Funds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
National Association of Insurance & Financial Advisors
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| Securities Licenses: |
Life & Health, Auto and Home, Series 6
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| Firm's Number of Clients: |
1000
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| Advisor's Number of Clients: |
300
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| Assets Managed by Advisor: |
30000000
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Compensation & Fees |
| Minimum Portfolio Size for New Managed Accounts: |
500
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| Compensation Methods: |
Commissions
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| Minimum Fee Charged for Managed Accounts: |
50
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| Prepared By: |
Bryant Layson |
| Most Recent Update: |
05/28/2008 |
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