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Mike Lawrence
1 San Jose Place
Jacksonville, FL
Mike Lawrence
1 San Jose Place
Jacksonville, FL 32257
Company
Company: Lawrence Financial Services
Education
University of Nevada at Las Vegas (UNLV)
BS in BA dual concentrations Finance and Risk Management/ Insurance
Years Experience
Years Experience: 30
Service
Investment Consulting & Allocation Design,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,Fee Only Portfolio Management,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Hourly Financial Planning Engagements,Wealth Engineering,IRA, 401k, Roth
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Liberty Ambulance EMS
904-721-0008
1626 Atlantic University Circle
Jacksonville, FL
Brian Pearce
56 4th St. NW.
Winter Haven, FL
Brian Pearce
56 4th St. NW.
Winter Haven, FL 33881
Company
Title: President
Company: Brian S. Pearce, Inc
Type
Registered Investor: Yes
Education
University Of Florida
Years Experience
Years Experience: 27
Service
Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Life Settlements,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Retirement Planning,Long-Term Health Care Planning,Business Succession & Liquidation Planning,Estate
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Vic Schumacher
404 Old Mill Pond
Palm Harbor, FL
Vic Schumacher
404 Old Mill Pond
Palm Harbor, FL 34683
Education
Univ of Arkansas/BSBA
Years Experience
Years Experience: 9
Service
Income for Life/ Preserve Principal,Wealth Management,Medicaid,Life Insurance,Long-Term Health Care Planning,Insurance & Risk Management Planning,Asset Protection Strategies & Planning,Stock Market Alternative,Reverse Mortgage,Medicare Planning,Health Care Insurance,Retirement Planning,Annuity Ideas & Strategy Planning,Retirement Income Accumulation Planning,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Disability Insurance,Annuities,Investment Consulting & Allocatio
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Jarrett Osborn
4700-U Sheridan st
Hollywood, FL
Jarrett Osborn
4700-U Sheridan st
Hollywood, FL 33021
Company
Title: Vice Pres.
Company: Felcher Financial/Summit Brokerage
Service
Disability Insurance,Annuities,Long-Term Health Care Planning,Insurance & Risk Management Planning,Hourly Financial Planning Engagements,Medicaid,Life Insurance,Investment & Portfolio Management,Business Succession & Liquidation Planning,Asset Protection Strategies & Planning,Health Care Insurance,Retirement Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning
Data Provided by:
JM Insurance of Jacksonville
(904) 247-7401
Jacksonville, FL
Paul Porter
808 Polk Street
Hollywood, FL
Paul Porter
808 Polk Street
Hollywood, FL 33019
Company
Title: Branch Manager/Financial Advisor
Company: LPL Financial
Type
Investment Advisor Rep: Yes
Education
U. of Delaware / BA
Stonier School of Banking
Years Experience
Years Experience: 30
Service
Life Insurance,Investment & Portfolio Management,Commission-Only Financial Planning (Full Disclosure),Estate Tax Planning,Asset Protection Strategies & Planning,Health Care Insurance,Retirement Planning,Investment Consulting & Allocation Design,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,Disability Insurance,Annuities,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Pla
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Joseph Horton
8930 SE Ceres St.
Hobe Sound, FL
Joseph Horton
8930 SE Ceres St.
Hobe Sound, FL 33455
Service
Medicaid,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Captive Insurance,Life Settlements,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Medicare Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only
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Mark Campbell C.R.P.C.
1401 Manatee W
Bradenton, FL
Mark Campbell C.R.P.C.
1401 Manatee W
Bradenton, FL 34212
Company
Title: Vice President, Senior Financial Advisor
Company: Merril Lynch
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
University of Georgia
Years Experience
Years Experience: 16
Service
High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Life Insurance,Investment & Portfolio Management,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Health Care Insurance,Retirement Planning,Investment Consulting & Allocation Design,Busines
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Bruno Pouliot
13790 NW 4th St
Sunrise, FL
Bruno Pouliot
13790 NW 4th St
Sunrise, FL 33325
Company
Title: CRPC, Chartered Retirement Planning Counselor
Education
FLORIDA ATLANTIC UNIVERSITY, B.A. 1995
BROWARD COMMUNITY COLLEGE A.S. 1993
Years Experience
Years Experience: 15
Service
Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Captive Insurance,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,A
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