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1st Global
Led by its well-known, charismatic Founder, Tony Batman, 1stGlobal has positioned itself as a premier financial services partner for high-end accounting firms. It offers comprehensive wealth care services, including securities brokerage, fee-based investment advisory services, retirement solutions and insurance. |
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GE Financial Assurance Independent Accountants Network
Wearing the highly visible GE corporate logo, Terra Financial has aggressively courted accountants. Products offered inlcude: Mutual Funds, Long Term Insurance, Money Management Services, Employee Benefit Plans, Life Insurance, and Annuities. |
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HD Vest
Herb Vest pioneered the movement of accounting professionals into financial services when he started HD Vest in 1983. Over 20 years later, the company is now a wholly owned subsidiary of Wells Fargo, offering a complete line of brokerage, RIA, inusrance, retirement and financial services. |
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LeggMason
This elite money management firm is well known among high-net worth investors. It has developed an effective and welcoming program for accountants seeking to add financial services to their practices. |
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Money Concepts
Based in Palm Beach Gardens, Florida and endorsed by the well known Gear Up Tax Seminars, more information for tax professionals entering financial services is available at this website. |
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Raymond James
Raymond Jaymes offers financial planning and investments, investment banking, asset management, banking and trust services. A flexible arrary of business models includes Independent Contractor, Investment Advisory Firm, Independent Employee, Traditional Full Service Employee, Bank Brokerage and Correspondent Firm. |
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Trusted Advisors
Now a division of the giant MONY Insurance financial services company, Trusted Advisors offers complete training and a full spectrum of investments to accountants seeking to become financial services representatives. |
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