Personal Information
Entreprise/Lieu de travail
Augusta, Georgia Area United States
Profession
McNeill Financial Services, LLC
Secteur d’activité
Finance / Banking / Insurance
Site Web
http://www.sipc.org
À propos
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.
Mots-clés
investment advisory
deferred compensation
non qualified
financial consulting
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