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1st Premier Financial Inc.
433 Plaza Real, #275
Boca Raton, FL 33432
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Name: Michael Louis
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Business Description

1st Premier Group is headquartered in South Florida with a branch office in Indianapolis.

Our company specialises in Comprehensive Financial Planning and we use Life Insurance and Annuity Strategies to help secure your future and that of your family. We believe in our moto for life insurance - LIFE INSURANCE YOU CAN LIVE WITH AND LIVE FOR (Tm).

We offer a program to help School Freshman and Junior High Students find the best college with the most advantageous college funding solutions. This program is called DOLLARS FOR COLLEGE and is registered in South Florida under 1st Premier Financial Inc.

Our President Michael Louis is a qualified in Estate Planning through the American Academy of Certified Estate Planners, has been certified as an Annuity Advisor through Brokers Internationa, is a Chartered Senior Financial Planner. He is a member of Million Dollar Round Table, National Association of Fixed Annuities, Florida Association of Insurance and Financial Advisors and the Broward County Association of Insurance and Financial Advisors. Michael has lived and worked in South Florida for 25 years and is a member of the National Ethics Associaton.

Nothing on this website is an offer for the sale of securities or security products. For the sale of securities please refer to my website.
 

General Information

Gender:    Male
CRD#:    2287160
Insurance License#:    A158919
States Licensed in:    FL, CA, GA, CO
Years of Experience in Financial Services:    17
Number of Years with Current Firm:    12
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses
 

Services

Investment Types:    Insurance, Mutual Funds, Annuities
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Senior Financial Consultant
Securities Licenses:    Series 63, Series 6
Insurance and Annuity Licenses:    Variable Annuity, Life, HMO, Health, Annuity, Disability, Long Term Care
Financial Organization Memberships:    Million Dollar Roundtable, NAFA
Non-Financial Organization Memberships:    National Ethics Bureau
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
I work with clients as part of a team:    Yes
 

Compliance

Registered Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

I am a fee-based financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Hourly
 
 
 
Prepared By: Michael Louis
Most Recent Update: 10/23/2008
 
 
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