| Company Name: |
Arlene Leon Davison Agency |
| Address: |
2019 Canvisse |
| City: |
Houston |
| State: |
TX |
| Zip Code: |
77006 |
| Telephone: |
(713) 521 - 3079 |
| Fax: |
|
| Web Site: |
n/a |
| |
| Since 1993, the Arlene Leon Davison Agency has specialized
in benefit coordination of Federal and Postal employees. We have
given workshops and seminars within the Houston area in an effort
to help Federal Government Employees maximize their benefits with
the ever changing rules and regulations. |
| __ |
Fee for Financial Planning (initial, hourly, and/or retainer) |
| __ |
Fee based on percentage of assets managed; percentage
ranges |
X |
Commissions, trail fees, redemption fees, account fees, etc. |
| __ |
Other (please specify): |
| __ |
Tax preparation |
X |
Comprehensive financial planning |
| __ |
Investment and asset management |
X |
Insurance |
| __ |
Elder and long-term care planning |
| __ |
Estate planning |
X |
Retirement planning |
| __ |
Cash management and budgeting |
| __ |
Stock and bond brokerage |
| __ |
Other (please specify): |
X |
Owner/Partner |
| __ |
Employee |
| __ |
Independent Contractor |
| __ |
Other: _____________________________________ |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
