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Disclosure

David Thompson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CO, FL, GA, MA, MS, NC, NV, OK, PA, and TX. No insurance business may be conducted outside the states referenced.

David Thompson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2600 Network Blvd Ste 130, Frisco, TX, 75034, 972-377-5228. In this regard, this communication is strictly intended for individuals residing in the states of FL, GA, MA, MN, MO, MS, NM, NV, OK, PA, TX, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

David Thompson is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of FL, GA, MA, MN, MO, MS, NM, NV, OK, PA, TX, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Alexander Berrey is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4284840), CO, FL, GA, IA, ID, LA, MS, NV, OK, OR, PA, TX, and UT. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Alexander Berrey is licensed and authorized to offer insurance in California, but PRIMARY PURPOSE FINANCIAL GROUP LLC may not be. For additional information on California licensure status, please click here.

Alexander Berrey is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2600 Network Blvd Ste 130, Frisco, TX, 75034, 541-908-3683. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, GA, IA, LA, MS, NV, OK, OR, TX, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

Alexander Berrey is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, GA, IA, LA, MS, NV, OK, OR, TX, and UT. As such, these services are strictly intended for individuals residing in the states referenced.

Kendra Thompson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of MA, ND, and TX. No insurance business may be conducted outside the states referenced.

Kendra Thompson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2600 Network Blvd Ste 130, Frisco, TX, 75034. In this regard, this communication is strictly intended for individuals residing in the state of Texas. No offers may be made or accepted from any resident outside the specific state referenced.

PRIMARY PURPOSE FINANCIAL GROUP LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither PRIMARY PURPOSE FINANCIAL GROUP LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
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  • Our Firm
    • Meet The Team
    • Our Process
  • What We Do
    • Clients We Serve
    • Working with Other Advisors
  • Solutions
    • Retirement Planning
    • Investment Planning
    • Protection Planning
    • Financial Planning
    • Business Planning
    • Estate & Legacy Planning
  • Insights
    • Calculators
    • Articles
    • Tax Resources
    • Life Stages
  • Client Portal
    • Wealth Management
    • NYLI Investment
    • New York Life
    • NYLI Investment
  • Contact Us

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