- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Tax Planning
Funds Used With Clients
Firm Client types
|Sterne Agee Investment Advisor Services, Inc.||5 years, 3 months||Jan 2015 - Present|
|Sterne Agee Financial Services, Inc.||5 years, 7 months||Sep 2014 - Present|
|Wrp Investments, Inc.||13 years||Apr 2007 - Present|
|Hlm Financial Services||17 years, 9 months||Jul 2002 - Present|
Designations & Memberships
Association of African American Financial AdvisorsMembership
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.
National Association of Independent Retirement Plan AdvisorsMembershipThe National Association of Independent Retirement Plan Advisors (NAIRPA) is a leader in the transformation of the national retirement system to improve transparency, effectiveness, and governance.
Certified Fund SpecialistDesignationCFS Designees have expertise in mutual funds and the mutual fund industry. These individuals advise clients on which mutual funds best suit their particular needs. Does not license individuals to buy or sell mutual funds.
Certified Private Wealth AdvisorDesignationCandidates who earn this designation learn to identify and analyze challenges facing high-net-worth clients and learn to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
Certified Professional Insurance AgentDesignationSupplemental designation for insurance professionals who want to improve their sales techniques.
Articles and Answers
Licenses & Conducts
Sterne Agee Investment Advisor Services, Inc.
$478.3MTotal Assets Under Management
N/ATotal Assets Under Advisement
$206.8KEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges
- Fixed Fees