Phone: (904) 279-7169
Provider of Banking, Lending and Investment Management products and services through independent investment professionals and direct to consumer.
First Command Finanical Services Inc.
Frost Investment Advisors, LLC
Phone: (210) 220-4800
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.
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.
Merk Investments LLC
Phone: (866) MERK FUNDS
The Merk Funds provide investors opportunities for portfolio diversification through transparent no-load currency mutual funds that do not typically employ leverage.
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.
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.
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.