about us

Licenses

Our financial professionals combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial professionals must pass comprehensive exams to obtain a license to sell products in your state.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions:
Alabama, Arkansas, California, Colorado, Florida, Georgia, Iowa, Illinois, Kansas, Kentucky, Louisiana, Maryland, Michigan, Mississippi, Missouri, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin

Securities

We have individuals registered to offer securities in the following jurisdictions:
Arizona, Florida, Louisiana, Mississippi, North Carolina, Oklahoma, Texas

We can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.

California Insurance Licensing

Cham Mehaffey, domiciled in Louisiana, CA Insurance License #0G87298
Xavier Angel, domiciled in Louisiana, CA Insurance License #0I77207
Robert Smith, domiciled in Louisiana, CA Insurance License #OH74850
Don Bacque, domiciled in Louisiana, CA Insurance License #0I12347

Arkansas Insurance Licensing

Robert Smith, domiciled in Louisiana, Arkansas Insurance Producer Lic. #83536

CRN201610-187277


CRN201903-209239