Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Federal Benefits Specialists, LLC |
| Address: |
P.O. Box 330256 |
| City: |
Bixby |
| State: |
OK |
| Zip Code: |
74133 |
| Telephone: |
(918) 808 - 2039 |
| Fax: |
() - |
| Web address: |
n/a |
| |
|
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Daniel D. Morgan |
(918) 808 - 2039 |
gpmorgan@olp.net |
PROFILE INFORMATION
Licenses and Education:
Securities Licenses:
Insurance Licenses (Life, Health, Disability, etc):
Other Licenses and Designations (ChFEBCSM, CFP®, CPA, etc.): ChFEBC, FICF
Education/Area of Study: Marketing and Statistics
Associations and Affiliations:
Experience:
I have / The office has been providing financial and/or related advice to clients for 25+ years.
How I/we charge clients for services:
--- |
Fee for Financial Planning (initial, hourly, and/or retainer) |
--- |
Fee based on percentage of assets managed; percentage ranges |
X |
Commissions, trail fees, redemption fees, account fees, etc. |
--- |
Other: |
Financial services provided:
--- |
Tax preparation |
--- |
Comprehensive financial planning |
--- |
Investment and asset management |
X |
Insurance |
X |
Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
--- |
Cash management and budgeting |
--- |
Stock and bond brokerage |
X |
Other: Periodic News Letters |
Specialty: Retirement Planning
I am (or my firm is) registered with the SEC as an investment adviser. No
If so, in what states?
Number of employees who work in your office/firm:
X |
1-5 |
--- |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
X |
President/CEO/Owner |
--- |
Employee |
--- |
Independent Contractor |
--- |
Other: |
Broker/dealer affiliation:
X |
No affiliation |
--- |
Affiliated with |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
