Brian Bloxom

Brian Bloxom [ChFEBC℠, CRPC]

11130 Sunrise Valley Drive Suite 206
Reston , VA 20191

Original Certification Date 9/3/2009
Organization: Fulcrum Securities INC

Phone: 703-774-1732 Extension:
Cell: 703-887-7343
Fax: 703-476-0613
Email: bmb@fulcrumsecurities.com
Website: www.fulcrumsecurities.com

States Currently Licensed: VA,MD,DC
CRD #: 2570580

Primary Insurance Companies: Independent Agent that can Represent multiple carriers. Primarily use Genworth, J. Hancock, ING, Hartford, Transamerica.

Primary Investment Companies: American Funds, Eaton Vance, Fidelity, Franklin Templeton, Oppenheimer, Pimco, First Trust, ETF’s, stocks, bonds, Loeb Capital

Services: Federal Benefit Seminars & Workshops, Federal Employer Benefit Analysis, Retirement Income Planning, Pension Gap Analysis, Retirement & IRA Distribution and Rollover Strategies, Long-term Care Planning, College Planning

Additional Information: Have Charterd Retirement Planning Counselor Designation