| Investacorp Company Overview |
|
Home Office:
|
Miami, Florida
|
| Established: |
1978 |
| Ownership: |
Ladenburg Thalmann Financial Services, Inc.
(Publicly traded symbol: “LTS”) |
| Web site: |
www.investacorp.com |
| Clearing Firm: |
National Financial Services, LLC (a Fidelity Investments company)
|
| Member: |
Financial Industry Regulatory Authority (FINRA)
Securities Investor Protection Corporation (SIPC) |
| Independent Advisors: |
Approximately 485 |
| Registered: |
50 States |
| Sister Companies: |
Investacorp Advisory Services, Inc.
A SEC Registered Investment Advisory Firm
Valor Insurance Agency |
|
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| Investacorp Core and Partner Technologies |
|
Investalink
Streetscape
Albridge
i-Link Commissions
LaserApps
Forefield
Morningstar
Money Guide Pro
|
> Proprietary technology platform
> On-line Trading Platform
> Comprehensive Performance Reporting & Consolidated Statements
> On-line commissions statements
> Automated Form Completion
> Leader in premier financial planning assistance with Rep newsletters
> Morningstar Advisor Workstation
> Financial Planning Software
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