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