- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Other Financial Planning
- -Tax Planning
- -Life Insurance
- -Long-Term Care Insurance
- -Individuals and/or Small Businesses
- -Businesses or Institutional Clients
Funds Used With Clients
Firm Client types
|Strategic Wealth Advisors Group, LLC||3 years, 9 months||Jun 2016 - Present|
|Lpl Financial, LLC||5 years, 11 months||Apr 2014 - Present|
|FSIC||8 years, 8 months||Aug 2005 - Apr 2014|
|Purpose Financial Advisors||14 years, 9 months||Jun 2005 - Present|
Designations & Memberships
Centre for Fiduciary ExcellenceMembershipCEFEX is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries.
Financial Planning AssociationMembershipThe Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
Kingdom AdvisorsMembershipKingdom Advisors is a community of Christian financial professionals integrating faith and practice for Kingdom impact.
Accredited Investment FiduciaryDesignationThe Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Certified Public AccountantDesignationThe Uniform CPA Examination protects the public interest by helping to ensure that only qualified individuals become licensed as U.S. Certified Public Accountants (CPAs). Individuals seeking to qualify as CPAs – the only licensed qualification in accounting – are required to pass the CPA Examination.
Articles and Answers
Licenses & Conducts
LPL Financial LLC
$159.1BTotal Assets Under Management
N/ATotal Assets Under Advisement
$202.3KEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges
- Fixed Fees