Securities America is part of Advisor Group, one of the nation’s largest networks of independent financial professionals. Headquartered in Omaha and founded in 1984, Securities America supports approximately 2,600 independent financial professionals with innovative technology and wealth management platforms, practice management and business growth tools and a personalized service culture. The firm’s flexible, multi-custodial approach supports a range of business models including Super OSJs, independent RIAs, RIA-only advisors, hybrid advisors and financial institutions. For more information visit https://www.securitiesamerica.com/.
Orion Portfolio Solutions’ goal is to provide advisors more time to offer better quality service and financial guidance, ultimately helping you realize your investment goals. They are committed to high standards of personal service and investment options. As a national provider of investment, reporting and service solutions, we believe everything we do and offer must benefit advisors and their clients.
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As the independent third-party custodian, TD Ameritrade is responsible for safekeeping your assets. TD Ameritrade is a global custodian with more than four decades of expertise.