CORPORATE PROGRAM AFFILIATES
FP Transitions provides a number of independent broker-dealers* access to benefits including free membership and services discounts. Members of our broker-dealer programs receive the best information and resources the open market has to offer.
*Certain exclusive benefits apply to broker-dealers that clear through Pershing, LLC and are also enrolled as members of FP Transitions' Corporate Program. Please call our Corporate Program Director at 800.934.3303 for more details.
Members
Here is a sampling of our Corporate Program members:
- Advisor PT
- American Portfolios Financial Services
- Ameriprise Financial, Inc.
- Ameritas Investment Corp.
- Associated Securities Corp
- Berthel Fisher & Co.
- Bill Good Marketing, Inc.
- Cadaret Grant
- Centaurus Financial, Inc.
- Delta Equity Services Corp.
- Dunham & Associates Investment Counsel , Inc.
- Equity Services Incorporated
- FPA NY
- Financial Network Investment Corporation
- First Affirmative Financial Network
- First Allied Securities
- Geneos Wealth Management
- H. Beck, Inc.
- INVEST Financial Corporation
- Investment Centers of America
- Investors Capital Corporation
- John Hancock Financial Services
- Lexington Compliance NEW!
- Lincoln Financial Securities Corporation
- LPL Financial
- Loring Ward Advisor Services
- MetLife Securities
- Multi Financial
- Mutual Service Corporation
- National Planning Corporation
- Ohio National Equity Sales Company
- Pershing, LLC
- Prospera Financial Services
- Questar Capital Corporation
- RIA In A Box NEW!
- Sage Point Financial
- Sammons Securities Company
- Securities America, Inc.
- Securities Service Network
- Sigma Financial Corporation
- SII Investments, Inc.
- Summit Brokerage Services, Inc.
- TFS Securities, Inc.
- Thornburg Investment Management
- Tower Square Securities, Inc. (a MetLife company)
- United Planners' Financial Services of America
- VSR Financial Services, Inc.
- Walnut Street Securities, Inc. (a MetLife company)
- Waterstone Financial Group
- Wells Fargo Advisors Financial Network
Broker-Dealer/Custodian Benefits
Corporate Program members receive:
- Educational conference call workshops
- Speaking Engagements
- Free membership to FP Transitions, which includes benefits like:
- Access to seller's listings and confidential communication system
- Instant e-mail notifications of new practices in their area
- The ability to communicate directly with our sellers
- An increase in their "buyer's rating" to reflect their participation in the open market
- Exclusive "members only" conference calls on issues in the transitions industry
- Access to the Practice Continuity Series of conference calls, with supporting articles and podcast
- An exclusive page on FP Transitions featuring listings from their own broker-dealer
- Discounted closing commissions
- Discounts on consulting services, like the CTS program, individual CMP program, and ISP program
- Discounts on valuation services
- And more!
Want Your Broker-Dealer/Custodian to be a Part of Our Program?
Want to know how to take advantage of your benefits?
Call Christine Sjolin at 800.934.3303 or email her at csjolin@businesstrans.com
