How

We’ve been privileged over the years to represent a wide selection of clients across the financial fishbowl.

How

We’ve been privileged over the years to represent a wide selection of clients across the financial fishbowl.

How we built our reputation

We’ve been privileged over the years to represent a wide selection of clients across the financial fishbowl. Whether we swim with the sharks or guppies, our reputation for professionalism goes beyond the expected approach. Clients we have represented include:

Full Service Broker-Dealers

  • Advest
  • A.G. Edwards & Sons
  • Ameriprise Financial
  • Bear Stearns
  • Dean Witter Reynolds
  • E.F. Hutton
  • Fahnestock
  • Jefferson Pilot Securities
  • Lehman Brothers
  • MetLife Securities
  • Morgan Stanley
  • NatCity Investments
  • Pershing
  • Prudential Securities
  • Shearson
  • UBS Financial
  • Wachovia

Independent Broker-Dealers

  • Advantage Capital
  • Aegis Capital
  • AIG Advisor Group
  • Alliance Global Partners
  • All-Tech Investment Group
  • American Portfolios
  • Arkadios
  • Ausdal Financial Partners
  • Benjamin F. Edwards
  • B. Riley
  • Centaurus Financial
  • Cetera Advisors Network
  • Commonwealth Financial Network
  • Crown Capital
  • CSFB Direct
  • DFPG Investments
  • E.K. Riley
  • Equitas America
  • Financial Services of America
  • First Allied
  • First of Michigan
  • FSC Securities
  • Geneos
  • Girard
  • GunnAllen Financial
  • HD Vest
  • Independent Financial Group
  • INVEST
  • Investacorp
  • Investment Centers of America
  • Kalos Capital
  • Ladenburg Thalmann
  • Lincoln Financial Advisors
  • Lincoln Financial Securities Corporation
  • LPL Financial
  • M Holdings Securities
  • MML Investor Services
  • MSI Financial Services
  • Mutual Service Corporation
  • National Planning
  • New England Securities
  • NEXT Financial
  • NY Life Securities
  • Ohio National
  • Orchard Securities
  • Parkland Securities
  • PlanMember
  • Questar Capital
  • Royal Alliance
  • SagePoint Financial
  • Sammons Securities
  • Securities America
  • Securities Service Network
  • Sentra Securities
  • Sigma Financial
  • SII Investments
  • Spelman
  • Summit
  • SunAmerica Securities
  • Triad Advisors
  • Thrivent
  • United Planners
  • Wall Street Financial Group
  • Walnut Street Securities
  • Woodbury Financial
  • XCU Capital

Self-Directed Broker-Dealers

  • All-Tech Investment Group
  • Charles Schwab
  • CSFB Direct
  • E*TRADE
  • Interactive Brokers
  • Scottrade
  • TD Ameritrade
  • TD Waterhouse
  • vFinance Investments

Insurance

  • ACE USA
  • AIG
  • Alliant Insurance Services
  • Arch
  • Aspen
  • Berkshire Hathaway
  • Catlin
  • Chartis
  • Chubb
  • CNA
  • Everest National
  • Fireman’s Fund
  • Hartford Life
  • ING
  • Jackson National
  • Lancer Claims Services
  • Lincoln National
  • Mass Mutual
  • Metropolitan Life
  • Northwestern Mutual
  • OneBeacon
  • XL Catlin
  • Zurich

Financial Institutions

  • Huntington Bank
  • National City Bank
  • U.S. Bank
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