Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Van Biggs, CLU, Chartered
Financial Consultant |
| Address: |
4758 Easley Street |
| City: |
Millington |
| State: |
TN |
| Zip Code: |
38053 |
| Telephone: |
(901) 872 - 3393 |
| Fax: |
(901) 872 - 3394 |
| Web Site: |
n/a |
| |
| Philosophy: To provide a type of insurance and investment
counsel that goes beyond just "selling a product." To build
a clientele based on mutually building, long-term relationships.
To seek such
relationships with persons sharing values similar to my own. To develop
these relationships through uncompromising personalized service aimed
at meeting and achieving first the needs, goals and objectives of
the client. To establish a growth timetable through periodic reviews
so that the quality and appropriateness of the plan that is in place
best represents the order and timing of my client's priorities. |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Van Biggs |
(901) 872 - 3393 |
vanbig@juno.com |
PROFILE INFORMATION
Licenses and Education
Securities Licenses: Series 6, 63
Insurance Licenses (Life,
Health, Disability, etc): Life,
Health, Disability
Other Licenses and Designations (ChFEBCSM,
CFP®, CPA, etc.): CLU,
ChFC
Education/Area of Study: BBA, Memphis State University
Associations and
Affiliations: MDRT, NAIFA, Society of FSP
Experience
I have been providing financial and/or related advice
to clients for 37 years.
How I/we charge clients for services (please select one):
__ |
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 (please specify): |
Financial Services Provided
__ |
Tax preparation |
X |
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 |
__ |
Other (please specify): |
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 (please select one):
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:
__ |
No affiliation |
X |
Affiliated with Jefferson Pilot Securities
Corp. |
| 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. |
|
