Independent / Privately Held
1st Global
Dallas, TX
800-959-8461
www.1stglobal.com
Wolf Financial Group, LLP
Oak Brook, IL
630-545-4500
www.wolfcpa.com
Cambridge Investment Research, Inc.
1776 Pleasant Plain Road
Fairfield, IA
800-777-6080
www.joincir.com
VSR Financial Services, Inc.
P.O. Box 26250
Overland Park, KS 66225-6250
913-498-2900
www.vsrfinancial.com
Registered Investment Advisors
Buckingham Asset Mgmt.
St. Louis, MO
800-711-2027
https://bamweb.bamservices.com
Insurance Company Owned
AXA Advisors LLC (AXA)
NY, NY
800-388-7009
www.trustedadvisors.com
Royal Alliance Assoc., Inc. (AIG)
NY, NY
800-821-5100 X5365
www.royalalliance.com
Medallion Investmt Srvcs., Inc.
Severna Park, MD
410-544-8400
www.medalliongroup.net
LPL Financial Services
Boston and San Diego
800-877-7210 X6555
www.lpl.com
Custodians
Waterhouse, Schwab, Ameritrade, FRIAG
FSC Securities Corp. (AIG)
Atlanta
800-547-2382
www.fscorp.com
Lincoln Financial Group (Lincoln)
Philadelphia, PA
877-533-0104
www.lfg.com
New England Financial (Met Life)
Boston, MA
617-578-4280
World Financial Group (AEGON)
Duluth, GA
770-453-9000
www.worldfinancialgroup.com
US Wealth Advisors, LLC (AIG Sun Am)
Braintree, MA
781-849-9200
www.cpafp.com
Bank Owned
H. D. Vest Financial Services
(Wells Fargo Bank)
Irving, TX
800-742-7950
www.hdvest.com
Primerica Financial Services, Inc.
(Citibank)
Cincinati, OH
www.primerica.com
Public Company and Wire Houses
Genworth Financial
Schaumburg, IL
888-436-9678
www.genworth.com
Edward D. Jones
St. Louis, MO
800-440-3060
www.edwardjones.com
A. G. Edwards & Sons
St. Louis, MO
877-835-7877
www.agedwards.com
Financial Network (Aetna)
Torrance, CA
310-326-6228
www.aetna.com
Massachusetts Mutual (Mass Mu)
Springfield, MA
800-240-2077
www.massmutual.com
AIG American General (AIG)
Houston, TX
800-677-3311
www.aigag.com
PMG Securities Corp.
(Bank One)
New York, NY
800-463-7641
Raymond James
St. Petersburg, FL
800-998-7537
www.rjfs.com
Professional Alliance Group
(Oppenheimer)
NY, NY
212-907-4500
www.opco.com
All major wire houses have
“CPA Alliance Programs”
