Custodians & Broker Dealer


TD Ameritrade provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors (RIAs). They provide a robust offering of products, programs, and services designed to help advisors build their businesses and do the best possible job they can to help their clients with their financial goals.

Pershing is the industry's largest global business solutions provider, with more customers than with any other firm. They offer unequaled experience built over seven decades of serving financial organizations of every size and business model. Pershing has approximately $1.01 trillion in global client assets, while their parent company BNY Mellon has $27.1 trillion in assets under custody and administration.

Community National Bank is one of the leading providers, among banks, of custody services for self-directed IRAs. Their Retirement Plans Division has been providing custodial services for self-directed retirement plans since 1985, working nationwide with investment advisors, financial planners, and individuals.

Broker Dealer