Company Name
Dine Around Information Request:
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First Name
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Last Name
*
Title
*
E-Mail
*
Phone Number
*
Firm Name
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Firm City
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Firm State
--Select State--
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
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District of Columbia
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Maine
Maryland
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Nebraska
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New Hampshire
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New Mexico
New York
North Carolina
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Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
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Type of Firm
Please Select
Independent Financial Advisor
Insurance Company/Agent
Wirehouse
Online or Discount Broker
Private Bank
Mutual Fund Company
Other
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BrokerDealer Affiliation
Please Select
Independent- no B/D
Independent- own B/D
1717 Capital Management
1st Global Advisors
1st Worldwide Advisor
1st Worldwide Financial
20th Century Funds
A.G. Edwards
AALU
Accountants Financial
Addison Securities
Advanced Advisors Group, LLC
Advanced Equities
Advanced Financial
Advantage Capital
Advisor Group
Advisory Group Equit
Aegon USA Securities, Inc.
Afa Financial Group, LLC
Affinity
AIC
Allegheny Investments
Allegheny Valley Financial Svs
Allen Konrad Asset Mgmt Corp
Alliance Advisory & Securities
Allied Beacon Partners, Inc.
Allstate Financial S
American Financial M
American General Securities CO
American Investors Company
American Pacific Securities
American Portfolios Advisors
Ameriprise Financial
Ameritas Investment Corp
Ameritrade-custodian
Ameritras Investment
Archer Alexander Sec. Corp.
Arete Wealth Advisors
Argent Investment Services Inc
Arthurs Lestange & CO.,
Asia Pacific Investor Services
Asset Management Svs Group Inc
Associated Securities Corp
Atlas Brokerage Company
Aurora Securities
Ausdal Financial Partners, Inc
Avenir
AXA Advisors LLC
Berthel Fisher & CO Fin'l Srvs
BF & C Planning RIA of BFCFS
Bouchey & Associates, Inc.
Bpu Investment Management, Inc
Broker Dealer Fin L Svs Corp
Brokers Int'l Fin'l Svs, LLC
Brokersxpress LLC
Butler Freeman Tally Fin L Grp
Cadaret Grant & Co. Inc.
Calton & Associates, Inc.
Cambridge Investment Research
Cambridge Investment Research 1
Cantella & Co., Inc.
Capgroup Investment Advisors
Capital Analysts
Capital Investment Group, Inc.
Capitol Securities Mgmt, Inc.
Cascade Financial Management
Centaurus Financial, Inc.
Cetera Advisor Networks LLC
Cetera Advisors LLC
Cetera Financial Specialists LLC
Cetera Investment Services LLC
Cfd Investments Inc.,
CFS Securities, Inc.
City Securities Corporation
Clelland And Company
Client One Securities, LLC
Commonwealth Financial Network
Comprehensive Asset Management
Compulife Investor Services
Cornerstone Financial Services
Correll CO. Invest Svs Corp.
Cresap Inc
CRI Securities, LLC
Crown Capital Securities, L.P.
Cullum and Burks Securities
CUSO Financial Services, L P
D. A. Davidson & CO Inc
Dominion Investor Services Inc
Eagle Strategies LLC
Equity Svs, Inc (Esi Fin Adv)
Financial Counseling Resources
Financial Services Int'l Corp.
Financial Telesis Inc
Financial West Group
Fintegra
First Allied Advisory Services
First Allied Securities, Inc.
First Financial Equity
First Heartland Advisors
First Heartland Capital, Inc.
First Western Advisors
Foothill Securities
Foresters Equity Services, Inc
Founders Financial Securities
FSC Securities Corp.
G. A. Repple
Geneos Wealth Management, Inc.
Girard Securities
Grant Williams LP
GWN Securities
H. Beck, Inc.
Harbour Investments Inc.
Harris Direct LLC
High Street Securities, Inc.
Hornor, Townsend & Kent, Inc
Hornor, Townsend & Kent, Inc.
IMS Financial Advisors, Inc.
Independent Financial Grp, LLC
ING Financial Partners, Inc
Invest Financial Corporation
Investacorp Advisory Svs, Inc.
Investment Centers of America
Investment Professionals Inc.
Investors Capital Corporation
K.M.S. Financial Service Inc
Kalos Capital, Inc.
Kcd Financial
Keystone Capital Corporation
Kovack Securities, Inc
L.M. Kohn
Larimer Capital Corp
Lasalle St Securities
Leigh Baldwin & Co
Liberty Group, LLC
Liberty Partners Finl Services
Lincoln Douglas Inv, LLC
Lincoln Fa (Sagemark RIA)
Lincoln Financial Advisors
Lincoln Financial Securities
Lincoln Investment Planning
LPL Financial Corporation
LPL Hybrid RIA
Lucia Securities, LLC
M Holdings Securities,Inc.
Mack Investment Securities Inc
Madison Avenue Securities, Inc
Mercer Advisors
Metlife Securities, Inc.
Mid Atlantic Capital Corp
MML (Standard Program)
Money Concepts Capital Corp
Money Matters
MPS LORIA Financial Planners
MWA Financial Services Inc
National Planning Corp
Nationwide Planning Associates
Nationwide Securities, LLC.
Network 1 Financial
New England Securities Corp
Newport Coast Securities,Inc.
NEXT Financial Group, Inc.
NFP Securities (ONLY ADMN8495)
NFP Securities, Inc.
North Nassau Advisors, LLC
North Ridge Securities Corp
Northeast Securities Inc.
Northstar Financial Prtnrs,Inc
NPB Financial Group, LLC
NRP Financial Inc
Oak Tree Securities, Inc.
Ogilvie Securities Adv. Corp
Ohanesian / Lecours, Inc.
OneAmerica Securities Inc.
Packerland Brokerage Services
Park Avenue Securities
Parsonex Securities, Inc.
Peremel & Company
PFG Financial Advisors
Planmember Securities Corp
Price Waterhouse
Prime Capital Services, Inc.
Princor Financial Services
Private Client Services, LLC
ProEquities, Inc.
Prospera Financial Services
Protected Investors
PTS Brokerage LLC
Quest Securities Inc
Questar Capital Corporation
Raymond James Financial
Rbc Capital Markets Corp
Resource Horizons Group, LLC
Resource Investment Architects
Rogan & Associates, Inc.
Roth Capital Partners
Royal Alliance, Inc. (IAG)
S I I Investments, Inc
Sage, Rutty & CO Inc.
Sagepoint Financial Inc.
Sammons Securities CO, LLC
Sander Morris Harris, Inc
Saxony Securities, Inc.,
SCF Securities Inc.
Secure Planning, Inc.
Securian Financial Service Inc
Securities America Advisors
Securities Service Network Inc
SEI Investment Advisory Group
SICOR Securities, Inc.
Sigma Planning Corp
Signator Investors, Inc.
Silicon Valley Securities, Inc
Silver Oak Securities Inc.
Sorrento Pacific Financial, Ll
St. Bernard Financial Services
Sterne, Agee & Leach, Inc.
Stifel Nicolaus
Stonebridge Capital Management
Strategic Financial Alliance
Summit Brokerage Svs. Inc,
Summit Equities, Inc.
Summitalliance Securities, LLC
Sunset Financial Services, Inc
Symetra Investment Svs., Inc.
TFS Securities, Inc.
The Investment Center
The Leaders Group, Inc.
The O.N. Equity Sales Company
Titan Securities
Transamerica Financial Adv Inc
Triad Advisors, Inc.
TRINITY WEALTH SECURITIES, LLC
Trust Advisory Group, Ltd.
Trustmont Advisory Group Inc
Trustmont Advisory Group Inc.
United Planners Fin L Svs - Am
United Securities Alliance,Inc
USA Financial Securities
Valmark
Vanderbilt Securities LLC
Voya Financial
VSR Financial Services, Inc
Wall Street Financial Group
Wesbanco Securities Inc.-Id370
Wescom Financial Services
Westco Investment Corp.
WFG Investment, Inc.
Wilbanks Securities, Inc.
Winslow,Evans & Crocker,Inc.
Woodbury Financial Services
World Equity Group
WRP Investments, Inc.
Wunderlich Securities Inc
Xelan Investment Services,Inc.
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Would you consider outsourcing your investment implementation and back office administration?
Please Select
Immediately
In the future
Undecided
Never
I already outsource to SEI
CRD Number
What is 3 + 0?
