The TD Ameritrade Institutional Difference
TD Ameritrade Institutional* is a leading provider of comprehensive brokerage and custody services to over 6,000 fee-based independent Registered Investment Advisors (RIAs) and their clients. Their collaborative approach and innovative technology solutions ensure that we spend less time navigating a one-size-fits-all solution and more time focused on exceeding your expectations.
*TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC.
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.
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. APW Capital, Inc. is a member of FINRA / SIPC.
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.
Founded in 1994, Foreside NCS (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.