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 agents licensed to sell securities in the following jurisdictions: CA, NV, OR, TX, CO


We have individuals licensed to sell insurance products in the following jurisdictions: CA, FL, NV, OR, SC, TX
California Insurance Licensing: #0A88947

Valerie Bevan, CA Insurance License #0A88947, State of Domicile: CA