Licensing

I IOur 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.

Our office is licensed to sell insurance products in the following jurisdictions:

AZ, CA, CO, FL, GA, IL, KS, MA, ME, MI, NC, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VA, WA, WI, IN, CT, KY, MN

We also have agents licensed to sell securities in the following jurisdictions:

CO, CT, GA, IL, MN, NC, NH, NY, SC, TX, VA, MA, IN 

Lynn Bowser – domiciled in NC. CA Insurance License #0L44810, AR #17312534

Jason Webster – domiciled in NC

Adrian Nagy – domiciled in NC

Beth Bohara – domiciled in SC. CA Insurance License #4358146

Brock Rickard – domiciled in TN

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