Our experienced advisors provide personalized advice using our patented color coded materials and lead plan sponsors in the managing of the plan through fiduciary investment services and oversight.
Energy spectrum advisors inc.
Rankings as published by the bond buyer feb.
Numbers reflect 2019 data and include broker dealer and bank dealer but do not include investment banking or financial risk management frm source.
Securities insurance and advisory services offered through bok financial securities inc member finra sipc and a subsidiary.
We help clients monetize non core assets or source capital for new drilling ventures and project development.
Previously he had been with energy spectrum from 2004 until 2008 including two years with energy spectrum advisors.
Using the spectrum advisors 360 review we ll examine your current financial situation and determine the best strategies to meet your retirement needs.
Energy advisors group eag is a full service advisory firm.
Prior to rejoining energy spectrum mr.
As an independent professional retirement plan consultant and fiduciary our goal is to help employees become retirement ready.
Prior to co founding etp mr.
Phillips worked three years with a diversified private family office located in louisiana in various risk management and project management roles.
Using the 5 star wealth map plan we ll create a customized plan designed to help you reach your unique retirement goals.
In addition to transaction services we offer engineering geological and technical support on an hourly or project basis.
White served for 10 years as a managing director at r.
And 13 years as a senior vice president with.