First Allied Securities

Bear, Stearns Securities Corp.

For more than 80 years, Bear Stearns has been a leading global investment banking, securities trading, and brokerage firm assisting corporations, institutions, governments and individuals reach their financial objectives.

Pershing, LLC

As one of the world leaders in correspondent services, Pershing has an understanding of the distinctive, entrepreneurial needs of independent advisors and their broker/dealers. One of the top clearing firms in the nation, Pershing services more than 1,000 financial organizations and 100,000 investment professionals. Their brokerage account statement earned the highest DALBAR “Excellent” designation.