Partners and Clients
Bank Broker-Dealers & Bank
Insurance Agencies
|
|
|
Arvest Asset Management |
Investment Center at Citizens
Bank |
|
Associated Investment Services |
Key Investment Services |
|
BancorpSouth Investment
Services |
M&T Bank |
|
Bank of America |
National Bank and Trust |
|
Bank of the West |
Navy Federal Brokerage
Services, LLC |
|
Bank United |
NewAlliance Investments Inc. |
|
BB&T Investment Services |
New York Community Bank |
|
BBVA Compass Investment
Solutions |
Old National Investments |
|
Capital One Financial Advisors,
LLC |
Provident Investment Services |
|
Comerica |
Regions Investment Services |
|
Commerce Brokerage Services |
SunTrust |
|
First Brokerage America |
Synovus Securities, Inc. |
|
First National Bank of PA |
TD Bank |
|
First Southeast Investor
Services, Inc. |
UMB Insurance |
|
First Tennessee |
UnionBanc Investment Services |
|
Founders Federal Credit Union |
U.S. Bancorp Insurance Services |
|
Harris Investor Services, Inc. |
U.S. Bancorp Investment
Services |
|
Heartland Financial USA, Inc |
Webster Bank |
|
HSBC Investments |
Wells Fargo |
|
HSBC Insurance Services |
WesBanco Securities |
|
Huntington Investment Company |
|
|
Traditional Broker-Dealers & Insurance
Agencies |
|
|
Advisor Group |
Morgan Keegan and Company, Inc. |
|
Bank of America/Merrill Lynch |
Morgan Stanley Smith Barney |
|
Cetera Financial Group |
National Planning Holdings |
|
Commonwealth Financial Network |
Raymond James |
|
Edward Jones |
Raymond James Insurance Group |
|
Janney Montgomery Scott |
Robert W. Baird & Co. Inc. |
|
LPL Financial |
UBS |
|
LPL Insurance Associates |
Wells Fargo Securities |
|
Marketers
& Brokers |
|
|
Annuity Marketing Services |
|
|
Capital Investment Marketing, Inc. |
|
|
Capitas Financial, Inc. |
|
|
CD Funding Group |
Saybrus Partners |
|
FIMark Group, Inc. |
|
|
Highland Capital Brokerage |
|
|
Incapital, LLC |
|
|
LTCI Partners, LLC |
|
|
Midwood Financial Services |
|
|
PrimeVest Financial Services |
|
|
Raymond James Financial Services Inc. |
|
|
Saybrus Partners |
|
Financial Institutions & Insurance Companies |
|
|
Allianz Life Financial Services |
MetLife |
|
American National Life |
Nationwide Financial |
|
Axa-Equitable |
New York Life |
|
BNP Paribas |
OneAmerica - State
Life |
|
Genworth Financial |
Protective Life
Insurance Co. |
|
Great American Financial Resources |
Prudential Financial |
|
Hartford Life |
Sun Life Financial |
|
HSBC Bank USA, N.A. |
Symetra Financial |
|
HSBC USA Inc. |
Transamerica Capital |
|
ING Individual Retirement |
Western National Life |
|
Jackson National Life |
|
|
John Hancock Life Insurance Company |
|
|
Lincoln Financial Group |
|
Professional/Other
|
|
|
ALIRT Insurance Research |
|
|
Milliman |
|
|
Morningstar, Inc. |
|
|
Blue Frog Solutions |
|
|
Pershing, LLC |
|
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