National Advisors Trust Co.
Business head: James A. Combs
No. clients: 179
Min. assets: None
In the News
August 7, 2017 - CLEARING FIRMS Listed by reported number of broker-dealer clients Firm Phone/website # of clients % change vs. 2016 Contact Phone/email Pershing (800) 445-4467 714* -3.90% Michael Row (800) 445-4467 One Pershing Plaza, Jersey City, NJ 07399 pershing.com/who-we-serve/broker-dealers...
February 17, 2017 - When Tim Sobolewski started shopping for a custodian for his $100-million asset advisory firm, The Financial Planning Centerin Amherst, N.Y., he knew what he didn't want: an experience â€śthat felt like I was calling into a cable company.â€ť That was...
August 11, 2016 - Clearing Firms listed by number of broker-dealer clients Firm Website # of clients % change vs. 2015 Contact Phone Email Pershing LLC www.pershing.com/who-we-serve/broker-dealers 743 -3.80% Michael Row (800) 445-4467 pershing.com/contact/ RBC Correspondent...
November 24, 2015 - Portfolio rebalancing software can save advisers hours and hours of work. Instead of manually rebalancing each client's portfolio one by one, advisers can change a batch of accounts, view assets and review recommendations. The software has become so much...
August 9, 2015 - Custodians ranked by number of RIA custody clients Firm Website Head of RIA custody business 2015 # of clients % change vs. 2014 Assets under custody ($M) % change vs. 2014 Minimum assets of advisers Schwab Advisor Services http://www.advisorservices.schwab.com...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
For comments or suggestions about the Adviser Center, please contact us.
Will Hansen, chief governmental affairs officer for the National Association of Plan Advisors, discusses regulation and legislation poised to have the biggest impact on advisers.
Latest news & opinion
Advisor Group's independent broker-dealer network in the U.S. has more than 7,000 advisers.
Observers think Congress would need to address Social Security's funding levels and offer enhanced protections for the concept to work
Retirement reserves extended one year; disability fund by 20 years
Despite a stock market decline, revenue is up. And the streak isn't expected to end anytime soon.
How many of the more than 83,000 certified financial planners are employed by the big independent broker-dealers?