Investor Securities Group, Inc. is a branch of Securities America, Inc.
Our team moved to Securities America in 2012. We are currently in their top group of branches. We have access to technology, investment banking, trust services, advanced planning, and insurance offerings. The advantage of being affiliated with us is simple. You get access to some of the best offerings in the marketplace through the Advisor Group Advantage, but still have a firm like us to provide concierge service, personalized attention, and help whenever and wherever it is needed.
What We Bring to the Table
You have the choice of multiple custodians, across multiple channels in determining what is best for your client relationships. Rather than spending the resources on self-clearing, we have access to Pershing, LLC. and National Financial. Because of Advisor Group, our scale allows very reasonable fees for services and access to some money managers and products that would be otherwise unattainable. We do not mandate one platform over another. You choose what is best for your business and what is best for your clients. If you do not have choice, why be independent? We currently provide service to scores of advisors in multiple geographic areas and have over $2 billion in assets under management and administration.
Inventorying Your Possessions
What's My Potential Estate Tax?
Test Your Estate Strategy Knowledge
