Collin College Authorized TSA (Tax Sheltered Annuity/Investment) / TDA (Tax Deferred Annuity) Vendors

 

 

AIG VALIC

14643 Dallas Parkway, Suite #775

Dallas, TX  75254-8839
Mark Heck
Phone: 972.977.1030

Fax: 972.490.1773
Mark_Heck@aigvalic,com

AMERICAN EXPRESS FIN. ADV. / IDS LIFE INS.

801 E. Campbell Rd., Suite 250
Richardson, TX 75081

Eric Wolfe
(972) 437-9311

AMERICAN FUNDS DISTRIBUTORS, INC.

5700 Tennyson Pkwy., Ste. 650
Plano, TX 75024

Ron Johnson www.fc.smithbarney.com/ronaldjohnson

Smith Barney

(972) 943-7214 or (800) 965-8207

Fax (972) 943-7299

ronald.g.johnson@smithbarney.com

PROTECTIVE LIFE (formerly CHASE)

c/o K.W. Gutshall & Associates

P.O. Box 251606

Plano, TX 75025-1510

Damian J. Caruso
(972) 359-1827 or mobile (972) 814-7874

fax 972-359-1828

dcaruso@lincolninvestment.com

 

FIDELITY INVESTMENTS

Attn: Plan Sponsor Services

P.O. Box 770002

Cincinnati, OH 45277-0089

(800)343-0860

 

ING FINANCIAL ADVISORS (Formerly AETNA)

15455 Dallas Pkwy., Ste. 1250
Addison, TX 75001-6760
Brenda G. Forcht
(972) 643-6337 / fax (972) 424-3753
brenda.forcht@ingfa.com

 

ISC GROUP/MID-ATLANTIC TRUST CO. (MATC)

3100 Monticello, Ste. 800
Dallas, TX 75205
(800) 888-3520 or (214) 520-1115

LINCOLN NATIONAL

14911 Quorum Drive
Dallas, TX 75240

Glenn Ferrell, CFP
(972) 361-3895
tgferrell@LNC.com

 

METLIFE LIFE & ANNUITY CO. OF CONNECTICUT (formerly Travelers)

2745 N. Dallas Pkwy. Ste. 130

Plano, TX 75093
Charles Mulkey
(800) 236-8489 or (214) 395-7480 / fax (972) 378-3209
cmulkey@metlife.com  

METLIFE RESOURCES

Chuck Mulkey

Financial Services Representative

2805 N. Dallas Parkway, Suite 215

Plano, TX 75093
(800) 236-8489 or (214) 395-7480

cmulkey@metlife.com 

NATIONWIDE INSURANCE RBC DAIN RAUSCHER INC.
4965 Preston Park Blvd., Ste. 300
Charles "Andy" Evans
(972) 612-2925
andy.evans@rbcdain.com

SECURITY BENEFIT LIFE

c/o K.W. Gutshall & Associates

P.O. Box 251606
Plano, TX 75025-1510
Damian J. Caruso
(972) 359-1827 or mobile (972) 814-7874

fax (972) 359-1828

dcaruso@lincolninvestment.com

 

LEGG MASON MUTUAL FUNDS

(Primerica Financial Services)

13111 N. Central Expwy., #500
Dallas, TX 75243
Jim Giunta
(214) 378-8700 / fax (214) 378-9900

T. ROWE PRICE INVESTMENT SERVICES, INC.

100  E. Pratt Street
Baltimore, MD 21202

(800) 492-7670

TIAA-CREF

Mark Farinas

370 17th Street, Suite 200

Denver, CO  80202

800-842-2638, ext. 2038

Fax: 303-626-4625

http://www.tiaa-cref.org/texasorp/

 

 

 

 

07/2008