Our Financial Services Representatives combine their education in financial services with their knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All Financial Services Representatives must pass comprehensive exams to obtain a license to sell products in your state.
Our offices are licensed to sell insurance products in the following jurisdictions:
California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Michigan, New Hampshire, Nevada, New York, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington
Brian Baker, domiciled in VA, California Insurance Lic. #0126855
Jesse Stephens, domiciled in VA, California Insurance Lic. #0126842
We also have advisors registered to sell securities in the following jurisdictions:
Alabama, Arizona, California, Colorado, Delaware, Florida, Georgia, Indiana, Idaho, Kansas, Kentucky, Louisiana, Maryland, Michigan, North Carolina, New Hampshire, New Jersey, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia
We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.