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Pershing
Pershing is the industry's largest global business solutions provider, with more customers who clear with us 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.
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TD-Ameritrade
TD Ameritrade Institutional 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.
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CNB
Community National Bank is one of the leading providers, among national 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.
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RBC
Since 1979, RBC Correspondent Services has worked with independent financial advisory firms seeking a trusted clearing firm offering the deep resources, systems and expertise necessary to become the wealth management firm of choice for financially successful investors. RBC specializes in providing comprehensive clearing, custody and execution services tailored to meet specific business needs. In addition to processing transactions, they provide an attractive wealth management platform, featuring the broad solution set, state-of-the-art technology suite and extensive research capabilities of a global leader in diversified financial services.
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Our Broker Dealer is World Equity Group. Founded in 1993, World Equity Group is a full service, independent brokerage firm with corporate headquarters in Arlington Heights, Illinois. They are registered in all 50 states and Puerto Rico, and a member of FINRA, SIPC; and are a Securities & Exchange Commission Registered Investment Advisor. They are located at 1650 N. Arlington Heights Road, Suite. 100, in Arlington Heights, Illinois.