Brian Harner
4010 W Boy Scout Blvd
Tampa, FL
Company
Company: Principal Financial Group
Education
Pennsylvania State University
Years Experience
Years Experience: 15
Service
College Planning,Wealth Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Long-term Care Insurance,Portfolio Engineering,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability Insurance,Annuities,Alternative Asset Class Pla
Data Provided By:
Mr. John Prokos (RFC®), RFP
(561) 447-4468
10375 Rio Lindo
Delray Beach, FL
Company
Securities America, Inc.
Qualifications
Education: BA, St.Lawrence Univ.NASD Series 7,24,63
Years of Experience: 27
Membership
IARFC
Services
Invoice, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Asset Protection, BuySell, Compensation Plans
Data Provided By:
Richard A. Johnson (RFC®), CFP
(904) 262-0888
11363 San Jose Blvd Ste 100
Jacksonville, FL
Company
Rick Johnson Family Office LLC
Qualifications
Education: 88 hours completedUniversity of Arkansas-Little Rock
Years of Experience: 26
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans
Data Provided By:
Mr. James Gerard Huhn (RFC®)
(727) 398-2200
5600 Bay Pines Lakes Blvd.
St. Petersburg, FL
Company
Affiliated Planners, Inc.
Qualifications
Education: Series 7 - General Securities license. Series 66 - Uniform Combined State Law Exam.Florida Resident Life, Health and Variable Products license.Illinois non-resident agents licenses. Long-term Care Professional designation. Chartered Retirement Plann
Years of Experience: 14
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans
Data Provided By:
Murphy J. Bradshaw (RFC®), CHFC, CLU
(800) 839-2731
11101 Roosevelt Blvd
St. Petersburg, FL
Company
Bankers Financial Corporation
Qualifications
Years of Experience: 9
Membership
IARFC, MDRT, NAPFA, NAIFA
Services
Invoice, Retirement Planning, Tax Planning, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Auto Home Insurance, Asset Protection, BuySell, LiabCover, Compensation Plans
Data Provided By: