Bio
Credentials
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Accredited Asset Management Specialist
College for Financial Planning -
Life and Health Insurance, Annuities
Virginia SCC Bureau of Insurance -
Series 66 Investment Advisor
NASAA -
Series 7 General Securities License
NYSE and NASD
Experience
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River Brooks LLC
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Yorktown, Virginia
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Owner, Investment Advisor Representative
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Dec 2012 - Present
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Yorktown, Virginia
Investment Advisor Representative AAMSRiver Brooks LLC is not affiliated with American Portfolios Financial Services or American Portfolios Advisors Inc. As a Registered Representative, I offer Securities through American Portfolios Financial Services, Inc. Member: FINRA, SIPC. My investment adv...
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Investment Advisor Representative
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Sep 2009 - Present
Comprehensive expertise for retirement, investment, life insurance, estates and wealth transfer
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Financial Consultant
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Oct 2004 - Aug 2009
Comprehensive expertise for retirement, investment, life insurance, estates and wealth transfer
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Program Management
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1979 - 2004
Aerospace career as manager of aircraft propulsion systems
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Education
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1982 - 1983von Karman Instituut voor Stromingsdynamica
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1977 - 1982Purdue University
Suggested Services
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Industry Focus. “Investment Banking”
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