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CALL US TODAY! 615-843-2999
CRD#: 1241763
Roy Matlock Jr.
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    • Resources
    • Personal Financial Strategy
    • Life Special Events
    • Family Budget and Goals
    • Retirement Planning
  • Weekly Podcast
  • Join Our Team
  • About Us
    • Broker Check
    • Strategic Partners
  • Ask Roy
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Roy Matlock Jr.
CALL US TODAY! 615-843-2999

Join our Team – Step 2 Payment

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This fee covers the cost of your background check. You will incur no recurring fees at this partnership level of Community Connector.
This monthly fee will cover your pre-licensing materials, license costs, background checks / fingerprints, plus your E & O Insurance after you're licensed, as well as technology fees.
This will cover your technology fees including quoting and illustration tools such as iPipeline and Winflex, as well as SalesTeamPro, SmartOffice, and payroll tools.
YOU WILL NOT BE CHARGED TODAY! Your SalesTeamPro Subscription will start right away and you will have 30 days to try it out! You'll receive an email after completing this step with a link to get started.
This will cover your onboarding meeting with our new agent specialist, startup and appointing assistance, as well as help along the way.

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  • (615) 843-2999

1802 Williamson Ct., Suite 101
Brentwood, TN 37027

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Investment Advisory services offered through PKS Advisory Services, LLC, an SEC Registered Investment Advisory firm. Headquartered at 80 State Street, Albany, NY 12207. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. PKSA and PKS are affiliated companies. PKSA and PKS are not affiliated with Jackson National or American Funds.

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Copyright 2025 Roy Matlock Jr.
CRD#: 1241763

  • Financial Planning
    • Resources
    • Personal Financial Strategy
    • Life Special Events
    • Family Budget and Goals
    • Retirement Planning
  • Weekly Podcast
  • Join Our Team
  • About Us
    • Broker Check
    • Strategic Partners
  • Ask Roy
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