CORPORATE PROGRAMS

FP Transitions provides a number of independent broker-dealers, custodians, and other organizations around the country with special benefits and resources. Members of our Corporate Program affiliates have access the best information and resources on Equity Management - valuing, protecting, growing, and transitioning a practice.

Members

Here is a sampling of our Corporate Program members:

  • American Portfolios Financial Services
  • Ameriprise Financial, Inc.
  • Ameritas Investment Corporation
  • Associated Securities Corporation
  • Berthel Fisher & Company - New!
  • Bill Good Marketing, Inc.
  • Cadaret Grant
  • Centaurus Financial, Inc.
  • Dunham & Associates Investment Counsel, Inc.
  • Emerald-StoneRiver 
  • Equity Services Incorporated 
  • FFP Securities, Inc.
  • FPA
  • Fidelity Registered Investment Advisory Group
  • First Affirmative Financial Network
  • FSC Securities Corporation  
  • Geneos Wealth Management, Inc. - New!
  • H Beck Inc.
  • INVEST Financial Corporation
  • Investment Centers of America
  • Investors Capital Corporation
  • Lincoln Financial Group
  • LPL Financial
  • Loring Ward Advisor Services
  • MetLife
  • National Planning Corporation
  • The O. N. Equity Sales Company - New! 
  • Questar Capital Corporation 
  • Sammons Securities Company
  • Securities America, Inc.
  • Securities Service Network
  • Sigma Financial Corporation
  • SII Investments, Inc.
  • Summit Brokerage Services, Inc.
  • SWS Financial Services
  • TD Ameritrade
  • TFS Securities
  • Thornburg Investment Management
  • Tower Square Securities, Inc. (a MetLife company)
  • United Planners' Financial Services of America
  • VSR Financial Services, Inc.
  • Wells Fargo Financial Network
  • Walnut Street Securities, Inc. (a MetLife company)
  • Waterstone Financial Group

Want Your Broker-Dealer/Custodian to be a Part of Our Program?

Want to know how to take advantage of your benefits?

Call 800.934.3303 or e-mail questions@businesstrans.com and someone will respond to you.


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Listings on this site are not guaranteed by Business Transitions LLC or its affiliates and should be verified.
Mail all correspondence to 4900 SW Meadows Road, Suite 300, Lake Oswego, OR 97035
Broker License maintained through Meadows Group, Inc. Realtors, 12655 SW North Dakota St., Portland, OR 97223, Office: 800.934.3303
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