Personal Information
Organização/Local de trabalho
Augusta, Georgia Area United States
Cargo
McNeill Financial Services, LLC
Setor
Finance / Banking / Insurance
Site
http://www.sipc.org
Sobre
Independent General Financial Consulting Practice
706.361.0183 P
706.361.0295 F
P.O. Box 1839
Thomson, GA. 30824
Active Professional Affiliations:
Chartered Financial Consultant
Investment Company Products/Variable Contracts Representative
General Securities Representative
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Life, Health, Variable Life, Variable Annuity Agent
Specialties: General Financial Consulting, Investment Advisory, Trust/Foundation/Endowment Management, Portfolio Consult, Estate Planning, Life Insurance.
Primary Service Areas: Augusta, Atlanta, Thomson, St. Simons Island, Georgia.
Marcadores
investment advisory
deferred compensation
non qualified
financial consulting
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