Revenue Sharing Agreements
Our Firm offers a wide variety of mutual funds, variable annuities, real estate investment trusts and other securities products to clients. In certain instances, product companies participate in activities that are designed to help facilitate the distribution of their products, such as marketing activities and educational programs and by offsetting expenses that result from the cost of doing business.
In return for assistance in facilitating the activities described above, we may receive additional compensation from product sponsors. None of these additional payments are paid to any Registered Representative who may sell these products.
Currently, the list below participate with us for said revenues:
Black Creek Group
Bluerock Capital Markets
BTS Asset Mgmt
Dunham & Assoc.
First Trust Portfolios LP
Gladstone Land Corp.
Howard Capital Mgmt
Legend Financial Marketing Services
Life Insurance Settlements
Moody National Companies
Preferred Apartment Communities
Resource Real Estate
The Pacific Financial Group
The Pinnacle Group
Underwriters Marketing Service
Universal Financial Consultants
Wealthcare Capital Mgmt
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Member FINRA / SIPC
6451 North Federal Highway, Suite 1201
Fort Lauderdale, Florida 33308
Ph: (954) 782-4771 Fax: (954) 943-7331
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