Broker Check

Investment Management Partners

AssetMark Investment Services
www.ewealthmanager.com

Clark Capital Management Group
www.ccmg.com

Rochdale Investment Management
www.cnr.com

Jackson National Life
www.jackson.com
800-644-4565

TransAmerica
www.transamerica.com
877-717-8858 

Product Partners

Allianz Life
www.allianzlife.com
800-950-5872

American Funds
www.americanfunds.com
800-421-4225

AXA Equitable
www.equitable.com
800-789-7771

BlackRock
www.blackrock.com
800-441-7762

Fidelity Funds
www.fidelity.com
800-343-3548

Franklin Square
www.franklinsquare.com
877-628-8575

Franklin Templeton
www.franklintempleton.com
800-632-2301

ING/Voya Financial
www.voya.com
855-663-8692

John Hancock 529
https://www.jhinvestments.com/529
866-222-7498

John Hancock Annuities
www.jhannuities.com
800-344-1029

John Hancock Long Term Care
https://www.johnhancock.com/help-center/long-term-care.html
800-377-7311

Lincoln Benefit Life
www.lbl.com
844-768-6780