Licensing

Our financial services representatives combine their education in financial services with an in-depth 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.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions: AR, CA, FL, GA, LA, MD, MO, NC, NY, OR, PA, SC, VA, WA

Joel Heimbigner, CFP®, domiciled in NC, California Insurance Lic. #4128005
William T Smith, CFP®, domiciled in NC, California Insurance Lic. #0794479

Joel Heimbigner, CFP®, domiciled in NC, Arkansas Insurance Producer Lic. #15020886

Securities

We have individuals registered to offer securities in the following jurisdictions: AR, CA, CT, FL, GA, IA, IN, LA, MA, MD, NC, NE, NJ, NV, NY, OH, OK, OR, SC, TX, VA, WA