Business Description

P Inc. independent advisors can help you choose among thousands of products in the financial markets. More importantly we may be able to show you how to use them to reach your family's goals sooner and with less risk.

We understand that everyone needs some insurance and some investments, but we also know from experience how hard it can be to discover how much of each is right for your family. We are free to choose among America's best companies in each field, whatever your need. For small to mid-market businesses and professional practices, we provide the most sophisicated corporate financial and tax strategies and meticulously assembled teams of experts usually only available to much larger successful companies.

Our broker dealer, First Allied Securities, Inc., an Advanced Equities company, is one of the leading full-service independent brokerage firms in the nation; as of May 2009 with more than 950 registered representatives, 300 locations and over $20 billion in client assets.

If you choose to consider P Inc, you will have access to the most requested financial and investment products and services through the Advanced Equities family of companies.

For your family members, our advisors share educational materials, college budgets, family savings ideas and we enjoy giving school presentations. Our attorneys, including tax attorneys, pension attorneys, other specialists and CPAs are also available for educational meetings.

If you want to avoid unnecessary losses, unnecessary taxes, and unnecessary risks, please contact us.

General Information

Gender:

Female

CRD#:

4805256

States Licensed in:

MS, WA, IL, AL, FL, LA, TX

States Willing to do Business in:

All

Years of Experience in Financial Services:

Number of Years with Current Firm:

Services

Investment Types:

Alternative Investments, Annuities, Insurance, Professionally Managed Portfolios, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Qualifications & Memberships

Certifications, Accreditations & Designations:

JD, LLM (tax)

Securities Licenses:

Series 65, Series 7, Series 63

Insurance and Annuity Licenses:

Disability, Variable Life, Long Term Care, Variable Annuity, Accident, Life, Health, Annuity, Casualty, Property

Financial Organization Memberships:

MGMA

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Compliance

Registered Representative:

Yes

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-only financial professional:

Yes

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$5000

Compensation Methods:

Hourly, Commissions, Based on Assets, Flat Fee

Prepared By:

Victoria Powell