Strategic Alliances

LPL Financial

As the nation’s largest independent broker-dealer*, LPL Financial is focused on providing the independent advisors of The Financial Services Network with services, tools, resources and training to help them manage the complexities of running their own practices. In turn, our advisors are able to focus on the needs and goals of their clients rather than logistics.

LPL Financial’s open product architecture and innovative fee-based programs, coupled with industry-leading research, provides our advisors with the tools and flexibility they need to develop investment programs best suited for their clients.

To learn more about what LPL Financial has to offer independent financial advisors, please visit lplfinancial.lpl.com.

*As reported in Financial Planning magazine, June 1996-2016, based on total revenues.

TD Ameritrade Institutional

TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors. An advanced technology platform, coupled with personal support from dedicated service teams, allows investment advisors to grow and manage their practices more efficiently and effectively, while optimizing time with clients.

TD Ameritrade Institutional provides a robust offering of products, programs and services designed to help advisors build their businesses and do the best possible job they can to help their clients with their financial goals.

To learn more about TD Ameritrade Institutional, please visit tdainstitutional.com.

Schwab Advisor Services

With over 25 years of experience providing custodial services and industry expertise, Schwab Advisor Services understands what it takes to help independent advisors succeed. Working with Schwab Advisor Services makes it easy for financial advisors to focus on what’s important: offering great client service, running their businesses as efficiently as possible and achieving growth.

Schwab Advisor Services serves independent investment advisors and includes the custody, trading and support services of Charles Schwab & Co., Inc.

For more information about Charles Schwab Advisor Services, please visit advisorservices.schwab.com.

Fidelity Institutional

Fidelity Institutional offers clearing, custody, investment products, brokerage and trading services to a wide range of financial intermediary firms. More than 13,000 financial advisory firms rely on Fidelity Institutional’s innovative technology and deep expertise to help more than 9 million accounts make some of the most complex, important decisions of their lives. Fidelity Institutional’s goal is to help clients thrive by supporting the growth of their businesses, enhancing their operational efficiency, and delivering insights that help to drive confidence, clarity, and results.

Under the umbrella of Fidelity Institutional are several distinct business units with $2.6 trillion in assets under administration (AUA).

For more information about Fidelity Institutional, please visit www.fidelity.com/.