University of Georgia- Bachelor- Consumer Economics with emphasis in Family Financial Managment, CFP since 1/23/2008
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 65 - Uniform Investment Adviser Law Exam
Life Insurance License
Long Term Care Insurance License
Areas Served
Franklin
Hart
Madison
PIickens and Oconee County (SC)
Stephens
Focus Areas
Asset Allocation
Financial Planning
Retirement Planning
Risk Tolerance
Tax Efficient Investing
Education & Certifications
University of Georgia- Bachelor- Consumer Economics with emphasis in Family Financial Managment, CFP since 1/23/2008
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 65 - Uniform Investment Adviser Law Exam
Life Insurance License
Long Term Care Insurance License
