To choose Secrest Blakey & Associates is to choose financial possibility. Our firm has the unique opportunity of working with the nation's leading broker dealers, including:
The nation's largest independent broker-dealer (based on total revenues as reported by Financial Planning magazine, June 1996-2012) offering a multitude of financial platforms.
Charles Schwab & Co., Inc.
You may select Charles Schwab & Co., Inc. or another brokerage firm to custody your assets and effect transactions on your account. Schwab has more than 20 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients. By using Schwab as primary custodian, Secrest Blakey & Associates has access to a wide range of services that help us serve our clients, including:
- Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
- Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.
More research, more understanding and more effort are required for Secrest Blakey & Associates to manage multiple partner relationships; we are of a select few who do. Yet, giving clients more financial freedom is worth the effort. By sustaining our partner relationships, Secrest Blakey & Associates offers clients a wide spectrum of investments, with few purchase restrictions.
These materials have been independently produced by Secrest Blakey & Associates. Secrest Blakey & Associates is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates. Schwab is a registered broker-dealer and member SPIC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Secrest Blakey & Associates provides you with investment advice, while Schwab maintains custody of our assets in a brokerage account and will effect transactions for your account on our instruction.