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About The Noble Group |
Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through The Noble Group, investors are offered an extensive array of investment alternatives and services.
?Asset Allocation
Asset allocation versus diversification ? what's the difference?
?Estate Planning
Trust services for the preservation of assets and the fulfillment of wishes.
?Financial Planning
Your financial future is important. Don't trust it to just anyone.
?Personalized Investment Strategies
Unique solutions tailored to your personal situation and goals |
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General Information |
| Years of Experience in Financial Services: |
20
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| Work Experience: |
20 Years in the financial services industry.
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| States Licensed in: |
TX, AR
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| Name of Custodial Firm: |
Raymond James
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| Number of Years with Current Firm: |
4
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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| Name of Broker/Dealer: |
Raymond James
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| States Willing to do Business in: |
Addison,Allen,Argyle,Arlington,Aubrey,Bedford,Carrollton,Celina,Colleyville,Coppell,Dallas,Denton,Euless,Flower Mound,Fort Worth,Frisco,Garland,Grand Prairie,Grapevine,Haltom City,Hurst,Irving,Justin,Keller,Lake Dallas,Little Elm,Mckinney,North Richland Hills,Pilot Point,Plano,Prosper,Richardson,Roanoke,Southlake,The Colony,Watauga
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Services |
| Investment Types: |
Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Retirement Planning Counselor (CRPC®), Chartered Retirement Plans Specialist (CRPS®), Certified Fund Specialist (CFS)
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| Securities Licenses: |
Series 7, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
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Compensation and Fees |
| Compensation Methods: |
Based on Assets, Flat Fee
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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