about us

Licenses

Our Financial Services Representatives combine their education in financial services with their knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All Financial Services Representatives 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:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Securities
We have individuals licensed to sell Securities in the following jurisdiction:
AK, AL, AZ, CA, CO, DC, DE, FL, GA, IL, KS, MA, MD, MS, MT, NC, NJ, NV, NY, OH, RI, SC, TN, TX, UT, VA

We cannot communicate with, nor respond to, requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.

California Insurance Licensing
Derrick L. Davis, domiciled in NC, California Insurance Lic. #0721885
Marc Levy, domiciled in SC, California Insurance Lic. #0B41689AL

CRN201501-143460

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions:
Alaska, Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Utah, Texas, Vermont, Virginia, Washington, Wisconsin, West Virginia, Wyoming

Securities

We have individuals registered to offer securities in the following jurisdictions:
Alaska, Alabama, Arizona, California, Colorado, District of Columbia, Delaware, Florida, Georgia, Illinois, Kansas, Massachusetts, Maryland, Mississippi, Montana, North Carolina, New Jersey, Nevada, New York, Ohio, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia

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

Chris Campbell, domiciled in South Carolina, CA Insurance License #0G66731
Bertrand Hudnall, domiciled in South Carolina, CA Insurance License #0I05015
Jessica Lyon, domiciled in South Carolina, CA Insurance License #OH68689


CRN202102-244205