Our Financial Advisors combine their education in financial services with their 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.
Steven C. Harris: Domiciled In CA, CA Insurance License #0686309; insurance licensed in CA,FL, HI, ID, MA, MD, NV; securities licensed in CA, NV, GA, NY, HI, FL, WA, OR, OH, ID, MD, IL, TX, UT, AZ, CO, AR, NC, MT, WI
Evan B. Harris: Domiciled In CA, CA Insurance License #0K48714; insurance licensed in CA,AZ, CO, NY, OR, TX, WA; securities licensed in CA, TX, ID, AZ, WA, NY, PA, CO, FL, NC, HI, NV, TN, GA, MT, OR, WI, MA, IL, MN
James F. Glass: Domiciled in CA, CA Insurance License #0C9198: insurance licensed in CA, FL, HI, MI, NM, ;securities licensed in CA, CO, NV, OR, WA, MN, OH, IL, TN, AZ, HI, TX, NY, NC, FL NJ, ID, UT
Christopher Lewis: Domiciled In CA, CA Insurance License #0L27224;insurance licensed in CA,CO, FL, MA, MI, NC, OR, TN, TX; securities licensed in CA
Jacob Cadena: Domiciled in CA, CA Insurance License #4405563: insurance licensed in CA, WA; securities licensed in CA, WA
We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.
Thank you for reaching out! We look forward to speaking with you and will be in touch asap. If you have an immediate need, please give us a call (408) 547-3390.