Phone: (904) 623-6375
The EverBank Advisor Services platform provides financial planning firms and investment professionals the opportunity to offer high yield Domestic Banking, Residential Mortgage, Precious Metals (Gold & Silver), exposure to World Markets/ Foreign Currencies and Business Foreign Exchange.
First Command Finanical Services Inc.
Frost Investment Advisors, LLC
Frost Investment Advisors has a long history of providing investment management services for advisors, institutional, and high net worth clients across the country. Expertise is provided through two channels: SMAs; advisors to the Frost Funds.
Hancock Horizon Funds
Phone: (225) 248-7340
Hancock Horizon Funds’ investment philosophy holds that active management adds value through a disciplined approach to identifying opportunities.
John Hancock Financial Network
Phone: (800) 803-5194
John Hancock Financial Network is a national network of independent firms, giving entrepreneurial financial professionals the power to build their own business their own way.
Lincoln Financial Network
Phone: (866) 536-6630
LFN provides access to competitive payouts, integrated technology, practice managemnet, marketing, training and a national financial planning network.
Phone: (800) 321-6064
Nationwide is one of the largest and strongest diversified insurance and financial services organizations in the US and is rated A+ by AM Best. The company provides a full range of personalized insurance and financial services including auto insurance, motorcycle, boat, homeowners, life insurance, farm commercial insurance administrative services, annuities, mortgages, mutual funds, pensions, long-term savings plans and health productivity services.
Phone: (414) 271-1444
Performance Trust Companies launched Performance Trust Analytics Group (PTAG) in 2011. PTAG partners with advisors to expand their practice by providing fixed income tools and analytics. Using Shape Management®, our unique, disciplined methodology; we challenge traditional thinking and unveil common misconceptions. History has proved that fixed income investing should be made using dynamic, rather than traditional static analysis. By employing math based objectivity rather than intuition, we help advisors expand their fixed income platform to maximize clients’ return while limiting risk.
Rainier Investment Management
Phone: (800) 280-6111
Serving clients since 1987, Rainier has employed one investment philosophy - invest in quality growth companies at prices that make sense.
Realty Capital Securities
Phone: (877) 373-2522
Realty Capital Securities is a purpose-built open architecture wholesale broker dealer focusing exclusively on the distribution of public and private direct investment programs. Realty Capital Securities' multiple product investment platform delivers a full suite of expertly managed, attractive and diversified investment programs to match growth and income solutions for any portfolio.
Scottrade Advisor Services
Phone: (866) 306-7135
Scottrade Advisor Services, a division of Scottrade, Inc., provides comprehensive custodial and institutional trading services for Registered Investment Advisors.
Shopoff Securities, Inc
We are a real estate investment firm specializing in offering qualified clients diversified long-term investment opportunities that can be used to create customized portfolio consistent with their unique financial profiles and goals.
T. Rowe Price
Virginia529 College Savings Plan
Phone: (804) 225-2486
VA529 offers four tax-advantaged 529 college savings options that allow advisers and their clients to build a unique college savings strategy.