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Fidelity Investments is a leading financial services company based in Boston, Massachusetts. Founded in 1946 by Edward C. Johnson II, it has grown to become one of the largest retail investment firms globally. Fidelity is recognized for its innovative financial management solutions, catering to individual investors, employers, and institutional clients. The company offers a wide range of services, including financial planning, commission-free trades, and educational resources for individual investors. For employers, Fidelity develops comprehensive benefit programs that encompass retirement savings, health and welfare services, and student loan repayment options. Institutional clients benefit from Fidelity Institutional Asset Management, which provides extensive research and tailored investment solutions. With over 21 million individual and corporate customers, Fidelity is a major player in the mutual fund and discount brokerage markets. The company also partners with more than 29,500 businesses and over 15,900 wealth management firms, emphasizing its commitment to innovation and customer satisfaction in the financial services industry.
The First National Bank of Centralia is a Centralia, KS-based company in the Financial Services sector.
First National Bank of America is a East Lansing, MI-based company in the Financial Services sector.
In the race to sameness, the financial services industry is attempting to fit advisors and their clients into an increasingly limited set of solutions. Conversely, Regal does not subscribe to a one size fits all approach as each advisors business, and their clients financial needs and circumstances, are unique and deserve the appropriate attention. Regal provides an Open Solution Partnership with our advisors to help them serve their clients without quotas, mandates, or grid compression. We proudly support advisory, brokerage and hybrid business models to help advisors serve clients best interest and we offer affiliation for Independent Advisors, Employee Advisors, and full Enterprise Solutions. Regal Securities is an independent Broker/Dealer and wealth management firm entrusted by our clients to help them navigate their financial and family journey. Regal provides brokerage and advisory solutions (through Regal Advisory Services, Inc.) created to strengthen and accelerate our advisors business success. Personalization and creative thinking are the foundation for our concierge service & transition team. Regal places the client and their advisor center stage to empower a life of purpose and abundance. Looking for a white glove service model and the family culture? Please contact us to start a conversation that can lead to the next step of your life and business journey of empowerment. Regal provides full service custody functions, state-of-the-art technology and execution capabilities in all major markets for Registered Representatives, Broker-Dealers, Registered Investment Advisor firms and Independent Investment Advisor Representatives through Regal Advisory Services, Inc., a Regal affiliated firm.
The South Financial Group (TSFG) is a bank holding company.