LICENSES AND CERTIFICATIONS
Series 6, 7 63, 65 Securities Registrations held through LPL Financial (FL, GA, NC, NY, SC, TX, and VA)
Chartered Life Underwriter®
PROFESSIONAL EDUCATION AND TRAINING
Bachelor of Arts, Virginia Military Institute (1978)
The American College – Chartered Life Underwriter® (2002)
Certified Trainer – The Advocacy System (2004)
Bert began his financial services career in 1978 with AXA Advisors, LLC, (formerly Equitable Life) and focused primarily on protection products while working with clients. As the Assistant District Manager he worked closely with management to recruit and train new advisors while continuing to grow his own financial planning practice. In 2003, Bert was offered a management opportunity with Signator Investors, Inc./ John Hancock and was partly responsible for multiple years of production growth in the Virginia location. Eager to return to personal practice, he joined The Main Street Group/LPL Financial in 2012 and continues his protection-based holistic approach to financial planning.
Away from work he enjoys golf, tennis, fishing and spending time with his lovely wife, Kimberly.
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