1919 Commerce Drive,
Investor Securities Group
A Branch Office of Securities America, Inc.
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How to Retire Early
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.
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.
Scale and size provide discounts and access that would be otherwise unavailable to an individual advisor. Advisors become partners in our quest to provide excellent service to clients throughout the United States. You have access to advance planning, case design, professional relationships, and teams who can assist in everything from processing business to providing help in prospecting and winning new clients. We are represented on the Branch Manager Advisory Council and have input with senior leaders at Securities America, our partner.
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