Parkland Securities, LLCfeatured
300 Parkland Plaza
Ann Arbor, MI 48103
Clearing firm: National Financial Services LLC
No. advisers: 471
Year founded: 2002
Year end: Dec. 31
No. of retail offices: 289
Parkland Securities, LLC provides representatives with the products, services, and support they need to develop their practices and deliver a complete range of financial planning and brokerage services to their clients. As we continue to strengthen this platform, we keep customer service our top priority. Our executive team averages 18 years of experience running the back office. We focus as a firm on increasing the support of our advisors, and continually seek ways to improve our service. We are known for excellence in serving representatives meeting the investment and planning needs of their clients. We look to the future with excitement as we embrace new growth opportunities. Our employees and representatives are considered family, and our staff and advisors seek out Parkland Securities, LLC to join a friendly, professional firm with which to grow both personally and professionally.
|No. of reps||471||453||480|
|No. of producing reps||373||367||400|
|No. of reps producing $100K-$499K /year||108||115||121|
|Total revenues: Other||$2,886,091||$3,793,506||$1,417,617|
|Total account assets||$6,411,117,590||$5,700,000,000||$5,417,245,284|
|Total account assets: Other||$5,441,117,590||$4,750,000,000||$4,443,042,028|
|Average assets per rep||$13,611,715||$12,582,781||$11,285,928|
|Social Media & Mobile|
|Allows advisers to use social media||Y|
|Social media sites allowed||LinkedIn|
|Dedicated mobile application for advisers?||N|
|Primary purpose of mobile application||—|
August 24, 2015 - Intergenerational wealth transfer, succession planning and social media are issues vexing almost all independent advisers. But one innovative broker-dealer has a unique solution for all three. There probably never has been a better time for a registered...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
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