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Founded in 2002, Surevest is an independent Registered Investment Advisor located in Phoenix, Ariz. The team focuses on building and protecting investors' wealth, as well as providing advisors nationwide with a support system. Surevest is able to deliver a level of service and performance that goes far beyond what one can expect from a traditional brokerage house relationship. Through the firm's advisor partnership service, Surevest offers elite advisors support with portfolio management, marketing, compliance assistance, technology and client retention strategies.
Lytle Associates Inc is a Grand Island, NY-based company in the Financial Services sector.
Lafayette Investments is a Ashton, MD-based company in the Financial Services sector.
TradeKing Group consists of companies that provide online brokerage services, social communities for investors, investor education and more. Its subsidiary, TradeKing, LLC, is a nationally licensed online broker/dealer dedicated to empowering the independent, self-directed investor. It offers simple, low fees ($4.95 per trade for both equity and option trades with $0.65 per options contract).1 The TradeKing platform features powerful online equity, options, ETF, mutual fund and fixed-income trading tools accompanied by a rich set of news, research and analysis capabilities.
Mentor Group incorporated is a Wayne, PA-based company in the Financial Services sector.