3500 Quakerbridge Road,
By affiliating with Private Advisor Group, one of the leading Registered Investment Advisor firms in the country, I am connected to a community of over 750 financial professionals nationwide. This provides me access to industry-leading services and resources, which includes:
I also have access to flexible custodian platforms (essentially where your cash and securities are held) which now encompass: LPL Financial, Fidelity, Charles Schwab, BNY Mellon | Pershing, TD Ameritrade and Interactive Brokers. These providers help in safeguarding assets, while also providing related administrative services such as settlement of purchases, tax and account record keeping, monthly statements, confidentiality and data integrity protections, and more.
Advisory Assets Under
Top Ranked Firm2
For more information, visit privateadvisorgroup.com
1As of June 30, 2023
2Barron's "Top 100 RIA Firms" ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron's in exchange for the ranking.