What We Do at 凯时线上登录
At 凯时线上登录, financial advisors have the freedom they deserve to choose the business model, 服务, and financial technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. 凯时线上登录’s mission is to take care of our advisors, so they can take care of their clients.
Simply put, 凯时线上登录's mission is to take care of our advisors, so they can take care of their clients.
HOW WE SUPPORT ADVISORS
凯时线上登录 was founded on the principle that the firm should work for the advisor, and not the other way around. 今天, 凯时线上登录 is a leader in the markets we serve, 支持ing more than 18,000 financial professionals, 800 institution-based investment programs and 450 independent RIA firms nationwide with 服务, 支持, 和资源:
- Brokerage and advisory 服务
- Access to a broad range of investment solutions
- Innovative technology and cybersecurity platforms
- Objective market research from a team of analysts, economists, and investment strategists
- Operational 支持
- Compliance oversight
- 咨询, educational conferences, and training opportunities
凯时线上登录 ADVISOR PROMISE
To us, you’re more than an advisor. You’re the reason why we exist.
At 凯时线上登录, this commitment to you is second to none. And it should shine through in everything we do, every day.
It’s why we make the professional, personal—striving to serve your individual needs, following through on our commitments, and being the partner you deserve.
It’s why we work to earn your business, day in and day out—always appreciating that you choose us and never taking that for granted.
It’s why we listen earnestly—embracing your feedback and amplifying your voice in the effort to provide unparalleled service.
It’s why we innovate relentlessly—investing in world-class solutions and top-tier resources to help you thrive.
And it’s why we put your freedom above all else—ensuring you can run your practice on your terms and control your own destiny.
At 凯时线上登录, this is our promise. Because your greatness is our goal.
Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2020); No. 1 provider of third-party brokerage 服务 to banks and credit unions (2020-2021 Kehrer Bielan 研究 & 咨询 Annual TPM Report)
Throughout this communication, the terms “financial advisors” and “advisors” include registered representatives and/or investment adviser representatives affiliated with 凯时线上登录 LLC, an SEC registered broker-dealer and investment adviser.