Through Securities America's two RIAs; Securities America Advisors, Inc. (SAA) and Arbor Point Advisors, LLC (APA), you have the ability to choose from 5 quality clearing firms.
Pershing (Comission & Advisory)
National Financial Services (Comission & Advisory)
TD Ameritrade (Advisory)
Fidelity (Advisory)
Charles Schwab (Advisory)
With access to various combinations of clearing firm and fee structure options, you have the flexibility to find the best solution for each client and your business.
Through your association with these firms, you may have free access to Envestnet and/or Orion for your advisory business. These are powerful technology tools that allow you to build models, trade at scale, and better manage your book of business.
Contact us today to talk about how we can leverage these platforms to grow your practice.
