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The little train that could may need to jump

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Aug 12, 2010 12:15 am

  I have all my assets with Pershing.  I may need to jump to a new broker dealer that clears through Pershing and is friendly to a GDC's of $50,000 for the last 12 months and AUM of under 3 Million.  I know I will do twice that next year but I don't think promising more production will cut it.  I just need time to grow



Aug 12, 2010 1:07 pm

With such low production, why did you choose Pershing?

Aug 12, 2010 1:15 pm

Call Shareholder Services they trdade through Pershing and take any advisor regardless of assets or production call Mark J. Avers
National Sales
Shareholders Service Group 
Institutional Custodial Services Exclusively For Advisors
9845 Erma Road, Suite 312
San Diego, CA 92131
Phone  800-380-7370   Mobile  908-451-5210
[email protected]

Aug 13, 2010 12:38 am

PM sent

Aug 13, 2010 12:59 am

Hit me up if I can help... I'm bringing on a few RR's in my office...