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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.

Our offices are licensed to sell insurance products in the following jurisdictions:

Louisiana, Alabama, California, Colorado, Florida, Mississippi, New York, North Carolina, South Carolina, Tennessee, Texas, Utah and Virginia.

Our offices are licensed to sell securities in the following jurisdictions:

Louisiana, Alabama, Arkansas, California, Colorado, Florida, Georgia, Mississippi, Nebraska, North Carolina, Tennessee, and Texas.


California Insurance Licensing - Bart Broussard, domiciled in Louisiana, California Insurance License #: 0J15650


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.