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Please select your country of taxation. This should reflect your current, permanent residence, not necessarily your country of origin or citizenship.
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Asim Sheikh
Undecided
A. Robert Taylor Fin Advisory Services Ltd
AboveRock, LLC
Admin/Test
Advanced Trader - Private Client Group
AG Capital Management LLC
Alcyone Capital Management
Alpine Portfolio Management
American Capital
Amling Investments, LLC
Archer Private Financial Group
Arthur Bolder
Ashim Sheikh IAR
Ashlock Financial Services
Athena Financial Group
Atlantic Coast Capital Advisors
Avant Garde Capital, LLC
Backshore Capital, LLC
Bailey Financial Group, LLC
Bajer & Associates
Bank of Cashton
Bartlett Investment Group
Bay Area Asset Mgmt
Beacon Bay Asset Management, LLC
Beacon Rock Investment Consulting
Bela Capital LLC
Bell Tower Investment Advisors
Bellingham Capital Management
Benefit Resource Group
Bentley & Company Comm
Bentley & Company Fee
Berenz Wealth Management
Berkeley Investment Advisors
Bill Lambert RIA
Bill Osborne 2
BL Finanical
Bloomfield Capital Strategies
Blue Rose Wealth Management
Bluemound Asset Management
Boca Raton OSJ
Boca Raton OSJ Fee
Brad Easter
Brad Easter - IAR
Brandon Bernhard
Brett Ladendorf
Brian Berenz Fee
Brigman Wealth Management
Briscoe / Hammond (COM)
Briscoe / Hammond (IAR)
Briscoe/Hammond (USF)
Briscoe/Hammond - IAR (USF)
Bruce Christiansen
Budak Financial Group, LLC
Burt Bartlett – Know your options
bxChicago
Capital Planners, Inc.
Carter Capital Management
Cate Comm
Cate Fee
Cavanaugh/BX
Cavanaugh/BX - IAR
Cenacle Capital
Centricity Financial LLC
Cesar Aquino
Chandeleur Investment Consulting, LLC
Chris Speers
Christina Hodge
Christopher Moran
Christopher Stiner
CinchPoint Financial Servies
CKC Financial Services
Clinton Street Capital
Clothier Springs Capital Management, LLC
CMIS, Inc.
Cognitiant
Compass Financial, LLC
Concise Financial Advisment
Concise Financial Advisment - IAR
Confident Wealth Management
Confident Wealth Management - IAR
Courter Financial
Crabtree Advisory Group
CS Advisors, Inc.
Dan Ader Comm
Dan Ader Fee
Dan Bair - Direct Business
Daniel Levene Comm
Daniel Levene Fee
DAP Investments, Inc. - Comm
DAP Investments, Inc. - Fee
DAP Investments, Inc. 2- Comm
Darby Adkins Comm
Darby Adkins Fee
David Cottrell - B/D
David Cottrell - Direct Business
David Dosik
David France
David France IAR
David Ingram
David Ingram IAR
Davis Investment Management
Davis Investment Management - IAR
Davison Investment Advisors
Davison Investment Advisors Fee
DC Advisors
Dearman Advisory Services
Demetrio Munoz
Deno Webb
Deno Webb - IAR
Desert Financial Advisors
Desert Rose Capital Management
Diane Kukla - Varzino
Donald Felty, LLC
Donald Graubart
Duane Becker
Duantong Zeng
Dufresne Investment Management
Eagle
Eagle 1
Eagle Valley Investments
Echols Financial
EDB Financial
EDM Investments
Edward Walsh
Elliott Asset Management
Elliott C. Cox ll
Ellis-Waite Advisory
Estatemark Financial
Everitt Capital, LLC
Evolution Investment Group
Experient Portfolio Management
F. Patrick St. Peter
F. Patrick St. Peter
Family Prosperity Advisors
Financial Guidance Group
Financial Investments Inc.
Finmark - Myers
Fintia LLC
First Global Capital Management
Flegal Retirement Specialists
Florence Rutherford
Foster – Rogers WMG RIA II
Foster-Rogers Wealth Mgt Grp
Four Ponds Financial
Frank Lachicotte Comm
Frank Lachicotte Fee
G Fund Management, LLC
GA Bishop and Associates, LLC
Garcia Financial Services, LLC
Garro Ellis
Gary Chew
Gary Manley
Gary Manley - IAR
Gavin Wealth Management
Gavin Wealth Management - IAR
Gene Querry
Gene Querry
Geneva Financial Group
Geneva Financial Group - Paraclete
George M Hiller Companies, LLC
Glenn Cunningham
Glenn Cunningham - IAR
Greg Viechnicki
Gregg Guiol-Newport Beach
Hardy Financial Planning
Harrison Investments
Harry Schiller
Helios Advisors
Hopkins Capital Management
Houston Branch
HSA Bank of Cashton
HSA Bank of Kentucky
HSA Falcon National Bank
HSA Merchants Bank & Trust
HSA Northwest Georgia Bank
Hudson Valley Investments
Hudson Valley Investments - IAR
Hurley Investments
HV Capital
HV Capital IAR
Independent Brokers Group Comm
Independent Brokers Group Fee
Investment Capital Management, Inc
J.D. McAllister & Associates, LLC
Jack Badgett
Jack Barnett - Direct Business
Jack Barnett - IAR
Jack Barnett – Non Managed
Jack Barnett B-D
Jack Barnett/David Cottrell - Direct Business
Jack Barnett/David Cottrell - IAR
Jack Barnett/Kerry Cottrell - Direct Business
Jack Barnett/Kerry Cottrell - IAR
James Fulton
James Fulton IAR
James Investment Advisers, LLC
James Kim
James Reid
James Reilly
James Walker Comm
James Walker Fee
Janice Chapman
Janice Chapman - IAR
Jason Veinot
Jason Veinot IAR
Jay Schurz
Jeff Ingram
Jeff Ingram IAR
Jeff Sills
Jeff Welch
Jeffery C Welch & Associates, Inc.
Jeffrey Little
Jeffrey Little - IAR
Jeffrey McKie, RIA LLC
Jennifer Birch
Jeremy Becker
Jerome Palmquist
Jerry Ludwig
Jersey Shore Investments
Jesse Haller
Jesse Haller - Direct Business
Jesse Haller - IAR
Joel McEwan Comm
Joel McEwan Fee
John “Gunny” Hendley
John Larrow
John Lowrey
John Maines
John Maines - IAR
John Pineman
John Pineman IAR
John Studnicky
Johnson Capital Management
Johnson Ngo
Jon Otto
Jonah Weiss
Jones Investment Services
Joseph Cusick
Joseph Nappi Comm
Joseph Nappi Fee
Josh Arnold
June Howe
June Howe - IAR
Kanasa Financial Group
Karl Ray
Karl Ray - IAR
Kealing Financial Services
Keith Ford & Associates
Keith Ford & Associates - IAR
Ken Walker
Kermit Gable
Kermit Gable IAR
Kerry Cottrell - B/D
Kerry Cottrell - Direct Business
Kerry Cottrell - IAR
Kline Capital Management
Know Your Options, Inc.
Kobina Hagan
Kora Grezaffi and Associates - Andrew Grezaffi
Kora Grezaffi and Associates - Andrew Grezaffi
Kora Grezaffi and Associates - Si Kora
Kora Grezaffi and Associates - Si Kora
Kora, Grezaffi & Associates
Lannigan Securities
Larry Daniels
Larry Wallace Comm
Larry Wallace Fee
LaSalle-Monroe Asset Management
Lee Donais
Liberty Street Investment Management, LLC
Liebe Thompson, LLC
Linneman Financial
LM Advisors
Lower River Wealth Management
Lowrey Wealth Management
LRJ Monthly Income Investing
Lucia Reynolds
Lucia Reynolds Advisory Services
LYL Investments, Corp
M. Joseph Investments, Inc
Macleod Capital Management
Maks Financial Services
Mankus - Lavelle Group
Mankus - Lavelle Group/BX - IAR
Mankus Lavelle Group / bX Chicago
Mankus Lavelle Group / bX Chicago
Manville Advisory Services
Mark Jones Asset Management
Mark Kollar
Mark Kollar - IAR
Market Logic
Martin Quantitative, Inc
Mathew Schweifler
Mathew Schweifler - IAR
McEwan Wealth Management
MCG Capital Management
MDP Associates
Meridian Asset Mangement
Michael Aquino
Michael Post
Michael Post - IAR
Midwest Capital Resources
Midwest Capital Resources-IAR
Mike Canvanaugh-IAR
Mike Cavanaugh
Mike Esposito
Miller Securities
Miller Securities - IAR
Millo Financial Group
Millstein Advisors
MJ Financial
MLN Investments
Mohammad Fasihi
Mohammad Fasihi IAR
Moneywise - SEI
Moneywise Advisory
Moneywise COM
Moneywise JD Adv
Moneywise JD Com
Moneywise KP Com
Moneywise Linked Advisory
Mullinax Capital
Nancy Wolin Comm
Nancy Wolin Fee
Navigator Asset Management
NB-SC
Newmyer Wealth Management
Newport Beach-CA
Newport Beach-CA #2
Nick Waldron
Nick Waldron IAR
Nikifor Paunov Comm
Nikifor Paunov Fee
Nikifor Paunov Rogers Comm
Nikifor Paunov Rogers Fee
Nimesh Patel
Nirvana Analytics
North Star Asset Management
NorthStar Investment Partners
Old Field Advisors LLC
Olesky Capital Management
On Track Financial Services, LLC
Osborne 1
Pacific NW Asset Management, Inc
Pallavi Financial
Patrick Carey RIA
Paul Nader
Paul Sheldon
Paul Silberberg
Peak Financial Partners
Perennial Investment Advisors, LLC.
Performance Partners
Persechino Investments, LLC
Persechino Investments, LLC, Fee
Peter Bill
Peter Bill DB
Peter Kirkbride Comm
Peter Kirkbride IAR
Peter Wyrough
Peter Wyrough - Direct Business
Peter Wyrough - IAR
Phase 2 IA - Confer
Phase 2 IA - Lankford
Phase 2 Investment Advisers
Phase3 BX Conversion
Phil Hoeh
Philip Holmes Comm
Philip Holmes Fee
Pirmann Financial
Precision Capital Management
Premier Options Group
Premium Capital Management, LLC
Premium Wealth, LLC
Quality Wealth Care
Raleigh - Twiddy
Randall Decker
RCS Capital Mgt
Regent Investment Advisors
Relevant Financial Planning
Remick Capital
Rene Neyrey
Research Money Management, LLC
Retirement Planners
Retirement Solutions
RF Consulting Group, LLC
RG Associates, Inc.
Rich Heyboer - KYO
Richard Heyboer
Richard Price
Rick Stallings RIA
Riverstone Financial
RLS Financial Group, Inc.
RMC Capital Management, Inc.
Rob Uria
Robert Baker
Robert Jeffrey Capital Management
Robert Wren
Robinson Value Group, Inc
RSC Financial
RSC Financial
RSC Financial
RSC Financial - DB
RSC Financial Dan Bair - IAR
RTR Investment Corp
RUBY Financial
Russell Rhodes
S&F Investment Advisors
Sagar Investments
Salem Capital Mgt
Sam Rizzo Comm
Sam Rizzo IAR
Sayke Reilley
Scanwood Ltd., Inc.
SCG / Bruce Christiansen (Commission)
SCG / Bruce Christiansen (Fee)
SCG Advisors, LLC - Comm
SCG Advisors, LLC - Fee
SCG Research
Schaefer Financial Services
Scott Barth
Scott Bartlett
Scott Branson
Serge dAdesky
Serge dAdesky Fee
Sharone Hakman Comm
Sharone Hakman Fee
Sharpe Benefits
Sharpe Benefits & Investments IAR
Shashi S. Singh, LLC
Shiva Investment Group
Shobha Chepuru
Shoultz Financial Services
Sine Cera, LLC
Slagel Asset Managers
Snider Advisors
Snider ETF
Spaeth
SRC Capital Management
SS+D Financial, LLC
Stanley Sussman
Stearns Wealth Management
Stearns Wealth Management - IAR
Stephen Epstein
Stephen Epstein - IAR
Stephen Plocher
Stephen Ward
Steve Wright
Steven Suminski
Steven Van Metre - IAR
Stoecker Financial
Strategic Investment Services
Strategic Investments
Strategic Investments Fee
Summit Portfolio Advisors
Sung Kim
Sunidhi LLC
Sustainable Wisdom Financial Services
Sweetman - Cherry
Tactical Wealth Advisors
Tahoe Partners Asset Management
TCS Financial
Techworth Capital Management, LLC
Terry Farnes IAR
Terry Morton
Test Admin
TG Stewards, LLC
Thad Erwin
The Cyber Advisor
The WealthSpan Companies, Inc
Theresa Badgett
Thomas Corcoran
Thomas McPherson
Thomson Financial Advisors
Thousand Oaks
Tim Webb
Tim Webb IAR
TMG Advisor Group
Tom Harding
Traders Mart
Trend Financial
Trevor Pochipinski
Tuggle & Russell, LLC
Twin Rocks Asset Management, Inc
Uncommon Financial Services
Uncommon Wealth Management
Uncommon Wealth Management - IAR
Uncommon Wealth Managment - JT
Uncommon Wealth Managment -JT-IAR
Uncommon Wealth Mgmt - Know your options
USF/Hammond - IAR
Vaughan Investment Advisors, LLC.
Vaziri Capital Management
Ward & Associates
Warren Winkler Wealth Management
Warren Winkler Wealth Management - IAR
Wayne Glenn Com
Wayne Glenn Fee
Wealth Management Services
Welsh Money Management
West Texas Investment Advisors
West Texas Investment Advisors - IAR
Westmount Securities Ltd.
Wild Wind Financial LLC
Wilk Financial Services
Wilkins Investment Adv
Will Hinojosa Comm
Will Hinojosa IAR
Windermere Financial
WMS Group
WMS Group - IAR
Wolin Asset Management
Wolter Capital Management
Wolter Capital Management
Yorkville Management Co.
Zale Capital Management
Zale Capital Management - IAR
Zerini Equities, Inc.
Please select "Undecided" if you?re looking for a new rep or advisor.
Kind of Account -
select one
(Place your cursor over any account name
for a brief explanation)
General Investing
Individual Account
Individual Account
Account ownership by a single individual in their legal name only which, upon death of the owner, the account typically passes to the control of his or her estate.
Joint Tenants
Joint Tenants with Rights of Survivorship
Account ownership by two or more people in which, upon death of an owner, the surviving account owners automatically retain ownership of the account.
Joint Tenants in Common
Account ownership by two or more people in which, upon death of an owner, a proportional percentage of the account typically passes to his or her estate.
Trusts
Regular
Trust
A legal arrangement in which an individual (Trustor) gives fiduciary control of the account to a person or institution (Trustee) for the benefit of their estate or beneficiaries. A trust can include a variety of entities.
Keogh
Keogh
A U.S. tax-deferred qualified retirement plan for self-employed individuals and unincorporated businesses also known as a self-employed pension.
PSP
Profit Sharing Plan Trust
A Trust in which a defined portion or percentage of the account profits are shared with the trustee(s) on a defined basis.
MPP
Money Purchase Plan
A Trust in which a defined portion or percentage of the account is distributed to the trustee(s) on a defined basis whether the account is profitable or not.
Business
Corporate and LLC
Partnership
Investment Club
Minor
Custodial
Custodial Account
An account created for the benefit of a minor which is managed by an adult as the custodian.
Coverdell (educational IRA)
Coverdell Education Savings Account
An account designed to help fund a child's education. Contributions are taxed, but earnings used toward qualifying education expenses are tax exempt. The entire account must be disbursed prior to the beneficiary's 30th birthday. Any withdrawals after this date will be subject to income taxes and a penalty. The account may be transferred to another family member.
Minor Roth
Custodial IRA Account
An account created for the benefit of a minor that is managed by an adult as the custodian and restricted by the rules associated with corresponding IRA account. See also Traditional IRA and Roth IRA.
Minor Traditional
Custodial Traditional IRA
An account created for the benefit of a minor, managed by an adult as the custodian and restricted by the rules associated with an IRA account. Minor Traditional IRA accounts take advantage of a tax-deferred status and are used for qualified education expenses.
Individual Retirement Accounts
Traditional IRA
Traditional IRA
A tax-deferred retirement account that permits a contribution up to $5,000 per year or $6,000 per year if over age 50 (2008). Earnings are tax-deferred until withdrawals begin. Eligible withdrawals may begin at age 59 1/2 or later, a 10% penalty will apply for non-qualified withdrawals made prior to age 59 1/2. Eligible withdrawals will be taxed at the current tax rate.
Rollover IRA
Rollover IRA
A traditional individual retirement account holding money from a qualified plan, such as a 401(k).
Roth IRA
Roth IRA
A tax-deferred retirement account that permits a contribution up to $5,000 per year or $6,000 per year if over age 50 (2008). Contributions are subject to taxes. However, withdrawals, subject to certain rules, are tax exempt.
SEP IRA
SEP IRA
Simplified Employee Pension (SEP) IRA is a program that permits employers to make tax deductible contributions on behalf of themselves and their employees without complicated administration and high cost.
SIMPLE IRA
SIMPLE IRA
Savings Incentive Match Plan for Employees (SIMPLE IRA) permits employers to offer a salary deferral plan to their employees without complicated administration and high cost.
Account Type
Cash (No minimum deposit required)
Cash (No minimum deposit required)
A cash account is an account that allows you to use the funds currently available in your account.
Only Cash/Margin Accounts can trade options
Cash/Margin
Cash/Margin
A margin account is an account that allows you, the investor, to purchase securities using a combination of cash and credit extended to you from your brokerage firm, optionsXpress. If you do not maintain the $2000 minimum, the account will be limited to the available funds in your account.
Again, no minimum is required to open a cash/margin account, but a $2,000 minimum is required to activate and maintain a margin account.
In addition to stocks, bonds and mutual funds, I want to trade
Options
Futures
Does the
entity
allow for futures trading?
No
Yes
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