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Manager Overview
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Independent financial advisor |
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Experience & Disclosure
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My CRD Number:
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1238458 |
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Firm CRD Number:
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7717 |
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Work Experience:
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Registered since 1984 |
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Academic Background:
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College for Financial Planning |
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Services
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Types of Investments:
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Stocks, bonds, mutual funds, Unit Investment Trusts, ETF's, REIT's. TIC/DST, Real Estate partnerships and Oil and Gas and others. |
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Qualifications
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Certifications, Accreditations and Designations:
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Accredited Asset Management Specialist |
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Number of Advisors in Office:
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10+ |
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Advisor's Number of Clients:
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<100 |
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Assets Managed by Advisor:
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30000000 |
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Compensation
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New Client Minimum Portfolio Size:
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100,000 |
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Money Manager Articles
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How To Invest In A TIC - 09/03/2009
What Is A TIC? - 09/01/2009
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