National Financial Services
Investments that you entrust to our firm are placed in custody with Fidelity’s clearing firm, National Financial Services LLC (NFS)—National Financial Services is a Fidelity Investments® company and a leading provider of clearing and custody solutions for over 30 years.
Triad Advisors, Inc.
A subsidiary broker-dealer of Ladenburg Thalmann Financial Services Inc., which has over 550 representatives/advisors nationwide. Triad Advisors, Inc., is a national, independent broker-dealer and multi-custodial SEC-Registered Investment Advisor (RIA) that is an early pioneer and continued leader in the Hybrid RIA marketplace, which blends fee- and commission-based client solutions.
Indirect subsidiary of BB&T Corporation, Crump is the sixth largest insurance broker in the U.S. and the seventh largest internationally. The life insurance division is an independent network of approximately 200,000 financial services professionals with insurance products from approximately 100+ highly rated insurance companies.
Founded in 1973, Forum 400 is an elite group of the top life insurance producers in the country who continually shape the life insurance industry. Forum 400 membership is exclusive and by invitation-only, and to date, only 264 professionals meet the rigorous qualifying criteria.