Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Livingston Federal Employee Retirement
Planning |
| Address: |
198 B Pennsylvania Ave |
| City: |
Westminster |
| State: |
MD |
| Zip Code: |
21157 |
| Telephone: |
(800) 752 - 8992 |
| Fax: |
(410) 876 - 7686 |
| Web Site: |
www.LivingstonFederal.com |
| |
| Livingston is a comprehensive Financial Planning
firm that specializes in Federal Benefits. We are Chartered Federal Employee
Benefits Consultants (ChFEBC) and work with numerous agencies and organizations
in the Baltimore and Washington D.C. area. Let us help you coordinate your Federal
Benefits to provide you the retirement you desire. |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Glenn Livingston |
(800) 752 - 8992 |
Glenn@LivingstonFederal.com |
| 2. |
Michael Livingston |
(800) 752 - 8992 |
Michael@LivingstonFederal.com |
PROFILE INFORMATION
Licenses and Education:
Securities Licenses: 7, 63
Insurance Licenses (Life, Health, Disability, etc): Life,
Health, LTC, VA
Other Licenses and Designations (ChFEBCSM, CFP®,
CPA, etc.): ChFEBC
Education/Area of Study:
Associations and Affiliations: National Director of OFED (Orba's
Federal Employee Division)
Experience:
I have / The office has been providing financial and/or related advice to clients
for 20 years.
How I/we charge clients for services:
--- |
Fee for Financial Planning (initial, hourly,
and/or retainer) |
X |
Fee based on percentage of assets managed;
percentage ranges |
X |
Commissions, trail fees, redemption fees,
account fees, etc. |
--- |
Other: |
Financial services provided:
--- |
Tax preparation |
X |
Comprehensive financial planning |
X |
Investment and asset management |
X |
Insurance |
X |
Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
--- |
Cash management and budgeting |
--- |
Stock and bond brokerage |
--- |
Other: |
Specialty:
I am (or my firm is) registered with the SEC as an investment adviser. Yes
If so, in what states? DC, Delaware, Florida,
Missouri, Maryland, North Carolina, New Jersey, New York, Pennsylvania, Virginia,
West Virginia
Number of employees who work in your office/firm:
X |
1-5 |
--- |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
--- |
Owner/Partner |
--- |
Employee |
--- |
Independent Contractor |
X |
Other: Vice President |
Broker/dealer affiliation:
--- |
No affiliation |
X |
Affiliated with InterSecurities, Inc. |
| 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. |
|
