A. You have earned $200,000+ individually in each of the last 2 years and expect the same this year.
B. You have earned $300,000+ combined with spouse/partner in each of the last 2 years and expect the same this year.
C.You have $1,000,000+ in net worth excluding my primary residence.
D.You hold an active Series 7, Series 65, or Series 82 license in good standing.
E. You represent a business entity with $5,000,000+ in assets.
F. Private Capital Referrals