| Advisor Profile |
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Business Description |
| Our mission is to help clients obtain financial security and improved confidence while adhering to our values of integrity, honesty and glorifying God. We strive to help you achieve your goals and objectives by employing excellent diversification and asset allocation with our money management. We pride ourselves in providing impeccable client service and highly competent financial advice. |
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General Information |
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| Years of Experience in Financial Services: |
12
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Education |
| Academic Background |
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| BS, Chemical Engineering - Clemson University |
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Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, International Investments, Real Estate, Annuities, Bonds, Stocks
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Financial Planner, Insurance License (Life & Health; Long Term Care; Specify below), Registered Investment Advisor (RIA) (State or SEC) or RIA representative
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Assets Managed by Firm: |
Yes
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| Prepared By: |
W. Steve Marbert |
Frequently Asked Questions |
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