Representative Clients

American Express Travel Related Services Company, Inc.
Barclays Capital Inc.
James E. Bashaw & Co.
Charles Schwab & Co., Inc.
Deutsche Bank AG
The Edelman Financial Group
Edward Jones & Company, LLP
Fidelity Brokerage Services LLC
Hartford Financial Products, Inc.
Jefferies & Co., Inc.
Kraton Polymers
LPL Financial Corporation
Merrill Lynch, Pierce, Fenner and Smith Incorporated
Morgan Stanley
Nan-Ya Plastics Corporation USA
Prudential Annuities Distributors, Inc.
Raymond James & Associates, Inc.
T&T Engineering Services
U.S. Capital Advisors, Inc.
UBS Financial Services
Valic Financial Advisors, Inc.
Wells Fargo Advisors, LLP


 

 



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