CORPORATE PROGRAMS
FP Transitions provides a number of independent broker-dealers around the country a set of exclusive benefits. Members of our broker-dealer programs receive the best information and resources the open market has to offer.
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
- Bill Good Marketing, Inc.
- Cadaret Grant
- Centaurus Financial, Inc.
- Dunham & Associates Investment Counsel, Inc.
- Emerald-StoneRiver NEW!
- Equity Services Incorporated NEW!
- FFP Securities, Inc.
- FPA NY
- Fidelity Registered Investment Advisory Group
- Financial Network Investment Corporation
- First Affirmative Financial Network
- First Allied Securities, Inc.
- FSC Securities Corporation NEW!
- H Beck Inc.
- INVEST Financial Corporation
- Investment Centers of America
- Investors Capital Corporation
- Lincoln Financial Group
- LPL Financial
- Loring Ward Advisor Services
- MarketCounsel, LLC
- MetLife
- Mutual Service Corporation
- National Planning Corporation
- Prospera Financial Services
- Questar Capital Corporation NEW!
- Royal Alliance Associates, Inc.NEW!
- SagePoint Financial
- Sammons Securities Company
- Securities America, Inc.
- Securities Service Network
- Sigma Financial Corporation
- SII Investments, Inc.
- Summit Brokerage Services, Inc.
- SWS Financial Services
- 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
- Whitewater Transitions
Benefits
Corporate Program members receive:
- Educational conference call workshops
- Speaking Engagments
- 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, P2P 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 David Grau Jr. at 800.934.3303 or e-mail him at davidjr@businesstrans.com!
