What professional registrations, licenses and designations do the advisors and team have?
All advisors hold their securities registrations* and insurance licenses. In addition, our team and advisors are comprised of CFPs (Certified Financial Planner™ Professionals), ChFC (Chartered Financial Consultant), CPAs, Juris Doctor, RFC (Registered Financial Consultant), FLMI (Fellow, Life Management Institute), ACS (Associate Customer Service LOMA), masters in Economics degrees and one individual in pursuit of the CFA (Chartered Financial Analyst) designation.
Related Questions
- Do geoscience licenses/registrations from other states, professional society certifications, or state agency-granted certifications (e.g. TCEQs CAPM Certification) count towards license eligibility?
- How does the new Act change the responsibilities of a professional forester acting as part of a multi-disciplinary team working on a forest management plan?
- What professional registrations, licenses and designations do the advisors and team have?
