Founded in 1946, Fidelity Investments is one of the world’s largest providers of financial services. The firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms.
Morningstar Office is a complete practice and portfolio management system for independent financial advisors, like Maclendon. The secure member web portal allows us to quickly and safely share reports with our members.
eMoney, a state-of-the-art, web-based platform, allows our clients to view their important financial information—account balances, asset allocation details, insurance information and more, in one convenient location. Updated daily, eMoney is available anytime, from anywhere.
Functioning as our FINRA registered Broker Dealer, the registered representatives of Maclendon are able to offer products such as Variable Annuities and Life Insurance. While not suitable for all members, these products can be powerful investment tools. Comprehensive is a member of FINRA / SIPC.
Founded in 1994, National Compliance Services, Inc., (NCS) is a leader in the compliance and regulatory services industry. Its hallmark focus is to provide reliable, convenient and reasonably priced products and services geared to the investment adviser and broker/dealer communities.
NCS serves hundreds of clients, and provides ongoing compliance services including RIA and IAR registrations, Form ADV reviews, on-site audits, assistance with deficiencies letters and annual updating amendments. The company focuses primarily on mid to large advisory firms, and strives to build long-term relationships, while successfully adding value to the adviser’s registration and compliance department.