LPL Registered Investment Representative
James Rosebrough, Gilbert Financial Advisor

Strategic Financial Group

633 East Ray Road Suite 130
Gilbert, AZ 85296
Map to my Office
PH: 1-480-276-0805
FAX: 1-602-375-4148
www.azsfg.com
Send me an Email

Securities offered through LPL Financial, Member FINRA/SIPC

Securities offered through LPL Financial, Member FINRA/SIPC

Experience:
• 11 years in the insurance industry
• 10 years as a financial advisor
• Managed multiple branches for banks
• Managed over 40 million in assets
• Two years experience with Edward Jones Investments
• Four years experience with Liberty Investment Services
• Two years experience with National City Investments
• One year experience with Credit Union Financial Network

Education:
• Series 7 (General Securities Representative)
• Series63 (Uniform Securities Agent State Law)
• Series 65 (Uniform Investment Adviser)
• Securities registered through LPL Financial
• Arizona Life and Health Insurance Licensed
• Arizona Property and Casualty Licensed

Services:
• Managed Investment Accounts
• 401k Rollovers
• Business Retirement Plans
• Mutual Funds
• College / Education Accounts
• Annuities
• Health Insurance
• Life Insurance