Through our Lincoln Investment Planning, LLC., affiliation, Beacon advisors have aligned with various strategic entities to provide our clients with knowledgeable advice and a wide range of products. Our due diligence team spent countless hours determining who Beacon Financial Partners would utilize,to not only satisfy the needs of our clients, but exceed their expectations.
Clearing firm of Capital Analysts., an affiliate of The Bank of New York, and the largest clearing firm in the country, Pershing provides the state-of-the-art trading capabilities necessary.
TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisers (RIAs). Their advanced technology platform, coupled with personal support from their dedicated service teams, allows investment advisors to grow and manage their practices more efficiently and effectively, while optimizing time with clients. They provide a robust offering of products, programs, and services designed to help advisors build their businesses and do the best possible job they can to help their clients with their financial goals.
Fidelity Institutional offers clearing, custody, investment products, brokerage and trading services to a wide range of financial intermediary firms. Nearly 10,000 financial advisory firms rely on Fidelity Institutional's innovative technology and deep knowledge to help more than 4 million investors make some of the most complex, important decisions of their lives. Fidelity Institutional's goal is to help clients thrive by supporting the growth of their businesses, enhancing their operational efficiency and delivering insights that help to drive confidence, clarity and results.
Under the umbrella of Fidelity Institutional are several distinct business units with more than $1.9 trillion in assets under administration (AUA). The group also supports all technology platforms, infrastructure, operations, risk management and management designed to benefit Fidelity Institutional's clients.