This group offers you an opportunity to network and share ideas with Women Advisors from across the nation. We will also update you on plans for our live Women Advisors Forum meetings in New York, Dallas, Chicago and California. LinkedIn
Concenter Services www.concenterservices.com
Concenter Services provides Cloud-based CRM software and consulting for Financial Advisory Firms. Concenter Services offers XLR8, the most customizable CRM designed for Financial Advisors and Wealth Managers available on the Salesforce.com platform.
Raymond James www.raymondjames.com
From humble beginnings, Raymond James has grown steadily, inventively and always responsibly to become one of the largest non-bank-owned financial services firms in the country. So, we're big enough to offer you powerful resources, but never so big that we don't have time for what matters most: you and your clients.
Our goal isn't to be the firm for everyone it's to be the right firm for advisors like you.
TD Ameritrade Institutional www.tdainstitutional.com
TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors (RIAs). Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to grow and manage their practices more efficiently and effectively, while optimizing time with clients. TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA
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