Bert Livingston Email & Phone Number

I am a self-employed, independent financial services associate of National Life Group in Jacksonville, FL. I have more than 40 years of experience in this field and enjoy the responsibilities that come with advising clients who seek the benefit of my knowledge, experience and insight regarding their financial portfolios. I earned a business degree from Jacksonville University and numerous awards of excellence within the corporate planning community. I regularly work with business owners, executives, professionals and retirees regarding their financial goals and aspirations.I am married to Demetria, for 40 years, and have one daughter. After graduating from college in 1976, I worked within my family’s aerospace manufacturing business that was established by my father in 1946. The business is thriving today, and in 2021, we celebrated 75 years in business. It is now under the control of my nephew, Scott, a rare third generation transfer was completed in 2001.Bert Livingston is a Registered Representative and Investment Advisor Representative of Equity Services Inc. Securities and investment advisory services are offered solely by Equity Services Inc., Member FINRA/SIPC, 1050 Crown Pointe Parkway Suite 1700 Atlanta, GA 30338 (770) 512-5100. I am licensed to sell securities in FL, AZ, CA, CT, GA, IN, KY, MS, NJ, NY, NC, SC, TX, UT, VA. and WI. I am licensed to sell insurance in FL, AZ, IN, NY, OH, SC, VA, WI and CT. TC71663(12/12)Specialties: Estate planning and Risk Strategies, Investments, Tax-Deductible Life Insurance, Sudden Money - Transition planning, Fee-Only Money Management Programs, Disability Income Plans, Portfolio Reviews

Listed skills include Fee Based Professional Money Management, Investments, Securities, Life Insurance, and 14 others.

• 

  Jacksonville University

  Business