Broker Check
You Want Freedom,<br/>But You Also Need Help

You Want Freedom,
But You Also Need Help

At Investor Securities Group, we believe that every advisor deserves a partner who’s invested in their growth. That’s why we offer hands-on support that goes beyond compliance — we’re here to help you build your business, streamline your operations, and strengthen your client relationships. Whether you’re navigating regulatory changes, looking for marketing resources, or need guidance on complex cases, our experienced team is just a call away, ready to provide proactive solutions tailored to your needs.

We know your success is our success, and our support services are aimed at helping you stay focused on your clients and minimizing the time and energy you spend on non-revenue-producing activities. By joining our branch, you’ll gain access to the people and services you need to make your life easier and your practice more profitable. From onboarding and training to technology support and business development tools, we’re committed to helping you achieve your goals. Let us handle the details so you can focus on what you do best — serving your clients and growing your business.

ISG's friendly staff, broad and deep resources, and seasoned experience at supporting advisors can help you run an efficient, productive and enjoyable practice. Call Chris Holloway at 757-809-4708 today to confidentially discuss how ISG can help you reach a new level of success.

Affordable, Flexible Support for You and Your Business

Freedom of CHOICE is essential! When you affiliate with Investor Securities Group, you have the choice of dual custodians across multiple channels, so you can select what is best for your client relationships. Unlike the limitations and expense of firms that are self-clearing, you have access to both Pershing, LLC and National Financial. And because of Osaic Wealth, our scale enables us to offer reasonable service fees, plus access to money managers and products that would otherwise be unattainable. We do not mandate one platform over another — you choose what is best for your business and your clients. Our firm currently supports scores of advisors in multiple geographic locations, and we have over $3 billion in assets under management and administration.

We know that busy financial advisors face many challenges. ISG offers a unique structure that's a valuable combination of experienced branch-level support with a culture of independence. Our OSJ firm offers a full menu of services to support your:

  • Business operations
  • Customer service
  • Financial planning strategies
  • Compliance and Supervision
  • Business development and
  • Professional growth support

Our goal is to serve as your primary point of contact on all business relating to the broker/dealer.  We provide the resources you need to process client business, review investment strategies, and remain compliant with industry rules and regulations.

Flexible Affiliation to Suit Your Needs

ISG-affiliated advisors are located coast-to-coast and operate their businesses from:

  • Home-based offices
  • Traditional office environments
  • Within banks and credit unions

ISG-affiliated advisors operate their practices as:

  • Solo practitioners
  • Partnerships
  • Branch offices with multiple advisors and staff

Our ability to provide service and support is not restricted by an advisor's geographical or office location, or by the size of his or her practice.

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