Investments

 

EverBank

EverBank

Phone: (904) 279-7169
Email: david.conover@everbank.com
Web: www.everbank.com
Provider of Banking, Lending and Investment Management products and services through independent investment professionals and direct to consumer. 

 

First Command Financial Services

First Command Finanical Services Inc. 

FPA Alliance Firm

Phone: (800) 443-2104
Email: slsmith@firstcommand.com
Web: www.firstcommand.com
First Command Financial Services serves clients from all walks of life at all stages of life.

 

Frost Investment Advisors  

Frost Investment Advisors, LLC

Phone: (210) 220-4800
Email: tom.stringfellow@frostinvestmentadvisors.com
Web: www.frostbank.com
Frost Investment Advisors, LLC, a Texas based subsidiary of Frost Bank, has a long history of providing investment management for Financial Advisors, Institutional and Retail clients across the country.  As of December 31, 2011, the team manages over $8.04 billion, including over $2.5 billion in mutual fund in the family of mutual funds.

 

 2011HancockHorizon 

Hancock Horizon Funds

Phone: (225) 248-7340
Email: bobby_arnold@hancockhorizon.com
Web: www.hancockhorizonfunds.com
Hancock Horizon Funds’ investment philosophy holds that active management adds value through a disciplined approach to identifying opportunities.

 

JHFN

John Hancock Financial Network

Phone: (800) 803-5194
Email: JHFNFeedback@jhancock.com
Web: www.johnhancockfinancialnetwork.com
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

Lincoln Financial Network

FPA Alliance Firm

Phone: (866) 536-6630
Email: JoinLFN@LFG.com
Web: www.joinLFN.com
LFN provides access to competitive payouts, integrated technology, practice managemnet, marketing, training and a national financial planning network.

 

2011 Merk Funds

Merk Investments LLC

Phone: (866) MERK FUNDS
E-mail: http://www.merfunds.com/about-us/contact-us/form/
Web: http://www.merkfunds.com
The Merk Funds provide investors opportunities for portfolio diversification through transparent no-load currency mutual funds that do not typically employ leverage.

 

Nationwide

Nationwide Financial

Phone: (800) 321-6064 
Web: www.nationwidefinancial.com 
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. 

 

2010Rainier

Rainier Investment Management

Phone: (800) 280-6111
Email: mark.wolff@rainierfunds.com
Web: www.rainierfunds.com
Serving clients since 1987, Rainier has employed one investment philosophy - invest in quality growth companies at prices that make sense.

 

Realty Capital Securities, LLC

Realty Capital Securities

Phone: (877) 373-2522
Email: marketing@arlcap.com   
Web: www.americanrealtycap.com
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

Scottrade Advisor Services

Phone: (866) 306-7135
Email: Sasinfo@scottrade.com
Web: https://advisor.scottrade.com
Scottrade Advisor Services, a division of Scottrade, Inc., provides comprehensive custodial and institutional trading services for Registered Investment Advisors.

 

 

VA529

Virginia529 College Savings Plan

Phone: (804) 225-2486
E-mailKMeissgeier@virginia529.com  
Webwww.virginia529.com 
VA529 offers four tax-advantaged 529 college savings options that allow advisers and their clients to build a unique college savings strategy. 

 

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