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If you`re a financial advisor with a single-minded focus on doing right by clients, Commonwealth is the independent B/D–RIA whose vision is in sync with yours. Whether you operate as a Registered Representative, Registered Investment Advisor, Investment Advisor Representative, or Hybrid advisor, you can take full advantage of a community that exists solely to help you serve your clients and support your business at every stage of its evolution. Let us tell you about a technology platform that integrates every aspect of your clients` financial lives into a single holistic view. An infrastructure that offers the advisory services, research, and other resources you need to deliver what`s best for clients. And direct access to the support you need at every level, including from our managing partners. There`s so much more to the Commonwealth story. We`d welcome the opportunity to share it with you—and to hear the story of your practice to learn whether we might be the partner who can help keep you moving client-forward™.
Bank Financial is a Chicago Ridge, IL-based company in the Financial Services sector.
ScotiaMcLeod - James Sanderson is a Toronto, ON-based company in the Financial Services sector.
Michael Sinclair Insurance is a Mississauga, ON-based company in the Financial Services sector.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 15 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had more than $179 billion in assets under advisement and management as of March 31, 2015. The company has operations in 27 countries.