Our Professionals
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Licenses: Series 4 (Registered Options Principal), Series 7 (Registered Representative), Series 24 (Registered Securities Principal), Series 53 (Registered Municipal Securities Principal), Series 63 (State Blue Sky) Uniform Securities Agent State Law Examination, Series 66 (Investment Advisory), Series 99 (Operations Professional), Life and Variable Annuity Insurance LicenseArea of Specialization: Firm's Chief Executive Officer, Investment Management, Research and Analysis, Brokerage Operations and Trading, Fixed Income Analysis
Location: 44 East Broad St Second Floor Bethlehem, PA 18018Phone: (610) 882-1460
Location: 5237 Summerlin Commons Boulevard, Fort Myers, Florida 33907, United StatesPhone: (239) 275-2210
Licenses: Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent State Law Examination), Series 65 (Uniform Investment Advisor Law Examination), Certified Divorce Financial Analyst, Life and Variable Annuity InsuranceArea of Specialization: Asset Management, Divorce Financial Planning
Location: 44 East Broad St Second Floor Bethlehem, PA 18018Phone: (610) 882-1460
Location: 354 State Street Suite 204 Hackensack, New Jersey 07601Phone: (201) 498-0072
A
Licenses: Series 65 (Uniform Investment Advisor Law Examination), Member of Pennsylvania BarArea of Specialization: Financial Planning, Portfolio Management
Location: 44 East Broad St Second Floor Bethlehem, PA 18018Phone: (610) 882-1460
B
Licenses: Series 7 (General Securities Representative), Series 65 (Uniform Combined Law Examination)Area of Specialization: Real Estate, 1031 Exchange Strategies, DST Properties
Location: 6633 South Halm Avenue, Los Angeles, CA 90056, United StatesPhone: (310) 641-7020
Licenses: Series 6 (Investment Company Products/Variable Securities Representative), Series 63 (Uniform Securities Agent State Law Examination), Life and Variable Annuity Insurance LicenseArea of Specialization: Retirement Planning
Location: 17 Eastwood Drive, Palm Coast, Florida 32164, United StatesPhone: (386) 437-0072
Licenses: Series 1 (General Securities Representative), Series 26 Life and Variable Annuity Insurance LicenseArea of Specialization: Tax Planning, Oil & Gas Participation Programs, Insurance and Annuities
Location: 17 Eastwood Drive, Palm Coast, Florida 32164, United StatesPhone: (386) 437-0072
Area of Specialization: Client Services
Location: 6633 South Halm Avenue, Los Angeles, CA 90056, United StatesPhone: (310) 641-7020
C
Area of Specialization: Operations, Real Estate Operations
Location: 101 Main Street, Suite 260 Huntington Beach, California 92648Phone: (949) 529-5756
Licenses: Series 99 (Registered Operations Professional)Area of Specialization: Operations and Bookeeping, Brokerage Operations
Location: 44 East Broad St Second Floor Bethlehem, PA 18018Phone: (610) 882-1460
D
Area of Specialization: Brokerage Operations, Investment Advisory Operations
Location: 925 Main Street, Waterboro, ME 04087, United StatesPhone: (855) 754-6730
Licenses: Series 11 (Order Processing), Series 65 (Uniform Investment Advisor Law Examination)Area of Specialization: Brokerage Operations, Investment Advisory Operations
Location: 44 East Broad St Second Floor Bethlehem, PA 18018Phone: (610) 882-1460
E
Licenses: Member of Pennsylvania BarArea of Specialization: Research, Due Diligence
Location: 44 East Broad St Second Floor Bethlehem, PA 18018Phone: (610) 882-1460
H
Licenses: Series 7 (General Securities Representative), Series 22 (Direct Participation Programs), Series 63 (Uniform Securities Agent State Law Examination), Series 66 (Uniform Combined Law Examination), Insurance Licensed for Accident and Health, Life, and Variable ContractsArea of Specialization: Real Estate, 1031 Exchange Strategies, DST Properties, Real Estate Investment Trusts, Retirement Planning, 401K Plans, Annuities, Long Term Care
Location: 6633 South Halm Avenue, Los Angeles, CA 90056, United StatesPhone: (310) 641-7020
Licenses: CPA, Series 27 (Financial and Operations Principal), Series 99 (Operations Professional)Area of Specialization: Accounting, Finance, Financial Regulations
Location: 44 East Broad St Second Floor Bethlehem, PA 18018Phone: (610) 882-1460
K
Licenses: Series 65 (Uniform Investment Advisor Law Examination), Certified Trust Financial Advisor (CTFA)Area of Specialization: Financial Planning, Estate Planning, Trust Planning
Location: 44 East Broad St Second Floor Bethlehem, PA 18018Phone: (610) 882-1460
L
Licenses: Series 22 - Direct Participation Program, Series 63Area of Specialization: 1031 Exchanges, DST Property, Qualified Opportunity Funds, and NNN Properties
Location: 7396 Union Park Ave Suite 101 Minvale, UT 84047Phone: 801-358-1031
M
Area of Specialization: Research and Due Diligence Support, Information Technology
Location: 5237 Summerlin Commons Boulevard, Fort Myers, Florida 33907, United StatesPhone: (239) 275-2210
Licenses: Series 65 (Uniform Investment Advisor Law Examination)Area of Specialization: Investment Analysis and Research
Location: 5237 Summerlin Commons Boulevard, Fort Myers, Florida 33907, United StatesPhone: (239) 275-2210
N
Licenses: Series 7 (General Securities Representative), Series 24 (Registered Securities Professional), Series 66 (Uniform Combined Law Examination)Area of Specialization: Investment Analysis and Research, Real Estate, Portfolio Management
Location: 44 East Broad St Second Floor Bethlehem, PA 18018Phone: (610) 882-1460
O
Licenses: Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination), California Real Estate LicenseArea of Specialization: Real Estate, 1031 Exchange, DST Property, Real Estate Investment Trusts
Location: 101 Main Street, Suite 260 Huntington Beach, California 92648Phone: (949) 529-5756
P
Licenses: Certified Financial Planner™ (CFP®), Accredited Estate Planner® (AEP®) Chartered Life Underwriter (CLU) and Chartered Financial Consultant™ (ChFC®), Series 7 (General Securities Representative), Series 24 (General Securities Principal),Series 63 (Uniform Securities Agent), Life and Variable Annuity Insurance License, Licensed Real Estate Agent. Area of Specialization: Investment Management, Wealth Management, 1031 Exchanges, Estate Protection Strategies, Retirement Income Solutions.
Location: 1965 Commerce Center Circle Suite D., Prescott, AZ 86301Phone: (928) 443-4452
Licenses: Series 22 (Direct Participation Programs) Series 63 (Uniform Securities Act) Licensed as a Life Accident and Health ProducerArea of Specialization: Real Estate; Health Insurance
Location: 201 Heather Lane, Wilmette, IL 60091, United StatesPhone: 847-256-4975
S
Area of Specialization: Investment, Research and due diligence
Location: 44 East Broad St Second Floor Bethlehem, PA 18018Phone: (610) 882-1460
Licenses: Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law Examination)Area of Specialization: Real Estate, 1031 Exchange Strategies, DST Properties
Location: 4807 Sea Pines Drive, Dallas, TX 75287, USAPhone: 215-917-7810
Licenses: Investment Company Representative (Series 6), General Securities Representative (Series 7), General Securities Principal (Series 24), State Law Examination (Series 63), Licensed Real Estate Broker.
Areas of Specialization: Real Estate, 1031 exchange Strategies, DST and TIC Properties research.Area of Specialization: Real Estate, 1031 exchange Strategies, DST and TIC Properties research.
Location: 13530 Parker Street, Omaha, NE 68154, United StatesPhone: (866) 545-1031
T
Licenses: Series 22 (Direct Participation Programs), Series 63 (Uniform Securities Agent State Law Examination)Area of Specialization: 1031 Exchange Strategies, Commercial Real Estate Brokerage, DST Properties
Location: 15490 Ventura Blvd, Sherman Oaks, CA 91403, USAPhone: (310) 344-4900
Licenses: Series 7 (General Securities Representative), Series 66 (Uniform Combined Law Examination), Member California State BarArea of Specialization: Real Estate, 1031 Exchange Strategies, DST Properties, Real Estate Investment Trusts
Location: 101 Main Street, Suite 260 Huntington Beach, California 92648Phone: (949) 529-5756
Licenses: Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination)Area of Specialization: Real Estate, 1031 Exchange, DST Property, Real Estate Investment Trusts
Location: 101 Main Street, Suite 260 Huntington Beach, California 92648Phone: (949) 529-5756
Z
Area of Specialization: Operations
Location: 6633 South Halm Avenue, Los Angeles, CA 90056, United StatesPhone: (310) 641-7020
Area of Specialization: Client Care Specialist, Operations
Location: 1965 Commerce Center Circle Suite D., Prescott, AZ 86301Phone: (928) 443-4452