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IBD Report Card
2015 IBD Report Card: Operational and Service Support Ranking

2015 IBD Report Card: Operational and Service Support Ranking

How This Survey Was Conducted: Between Jan. 14 and Feb. 25, 2015, WealthManagement.com emailed invitations to participate in an online survey to print subscribers and advisors in the Meridian-IQ database at over 80 independent broker/dealers. By Feb. 25, a total of 2,069 completed responses were received. Brokers rated their current employers on several items related to their satisfaction. Ratings are based on a 1-to-10 scale, with 10 representing the highest satisfaction level.

Click on a firm name below to view how each IBD was rated.

Next: Practice Management and Professional Development

IBDs Transition/ on-boarding support Helpful home-office support staff Custody and clearing Overall rating

All respondents

9.1

9

9.3

9.5

9.3

9.4

Cambridge Investment Research

Inc.

8.7

8.5

9

9.4

8.9

Commonwealth Financial Network

9.8

9.1

9.8

9.9

9.5

9.8

CUNA Brokerage Services

9.2

8.3

9.3

9.6

9.2

9.3

Independent Financial Group

LLC

9.8

9.6

9.7

9.9

9.6

Investacorp

Inc.

8.7

8.7

8.9

9.1

8.9

Investors Capital Corp.

9.8

9.7

9.9

9.9

9.8

9.9

LPL Financial Corporation

7.8

7.6

8

8.2

8.8

8.1

NFP Advisor Services

9.3

9.4

9.6

9.8

9.5

9.6

Raymond James Financial Services

Inc.

9

9

9.3

9.4

9.5

Securities America

Inc.

8.8

8.9

8.9

9.1

9.1

Securities Service Network

9.3

9.2

9.7

9.7

9.5

9.6

Sigma Financial Corporation

9.6

9.3

9.6

9.7

9.5

9.6

Signator Investors

Inc.

8.2

8.6

8.6

8.8

8.6

Summit Brokerage Services

Inc.

9.9

9.9

9.9

9.9

9.8

The Investment Center

Inc.

10

9.9

10

10

9.9

United Planners' Financial Services of America

9.3

9.4

9.6

9.6

9.6

9.6

Voya Financial

8.9

8.5

8.8

8.9

8.7

8.7

VSR Financial Services

Inc.

9.4

8.9

9.7

9.9

9.2

Cetera Advisor Network

8.2

8.5

8.9

8.9

8.7

8.8

TAGS: Rankings
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