Not a lot of room here for personal descriptions in order to comply with FINRA rules. If you would like to know more about me and what I do with personal finance and investing, visit www.clearvistafinancial.com. Viewers of this page should know that the intent of this Linkedin profile is not for purposes of securities solicitation. If you are a professional contact of mine and would like to connect, send me an invite. Investment Advisor Representative with and offering securities and investment advisory services through Transamerica Financial Advisors, Inc. (TFA) member FINRA, SIPC and Registered Investment Advisor. Non-Securities products and services are not offered through TFA. TFA and ClearVista Financial LLC are not affiliated. Due to the various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, this site is intended for individuals residing in the following states: CA, MO, MS, TX and VA. For California Residents: A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. LD41056-07/11read more ...read less ...
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University Of North Texas
George Mason University
Baylor University
Mt. Pleasant High School
Vcfo
Owner At Clearvista Financial
Instructorcertified Financial Educator At Heartland Institute Of Financial Education
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