Broker Check


Our financial services representatives combine their education in financial services with an in-depth 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.

We have individuals licensed to sell insurance products in the following jurisdictions:
Arizona, California, Maryland, Florida, Tennessee, Virginia

William McLeod, CA Insurance License #0F44511, State of Domicile: FL

We have individuals registered to offer securities in the following jurisdictions:
Alabama, Arizona, Florida, Indiana, New Jersey, Tennessee, Vermont, Virginia