Business Description

A family business dedicated to providing insurance and financial solutions for clients.

General Information

Gender:

Male

CRD#:

AGR595694

Insurance License#:

595694

States Licensed in:

GA,NC,SC,AL,TN,FL

States Willing to do Business in:

GA,NC,SC,TN,FL,AL,MS,KY,VA,WV,PA,OH,MN,MI

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors, Non-Profit Organizations, Businesses

Services

Investment Types:

Insurance, Annuities

Qualifications & Memberships

Certifications, Accreditations & Designations:

Certified Senior Advisor (CSA)®, Certified Annuity Specialist (CAS)

Insurance and Annuity Licenses:

Long Term Care, Life, Health, Annuity, Accident, Disability

Financial Organization Memberships:

National Association of Insurance and Financial Advisors (NAIFA), Million Dollar Roundtable, Financial Planning Association (FPA)

Firm Information

Number of Advisors in Office:

100 - 999 employees

I work with clients as part of a team:

Yes

Firm's Number of Clients:

10000

Firm's Number of Planning Clients:

10000

Assets Managed by Firm:

$500,000,000

Compliance

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

Minimum Portfolio Size for New Managed Accounts:

$10,000

Compensation Methods:

Commissions, Flat Fee

Prepared By:

Chad Milner