Our Branch

Cooper McManus is one of the largest branches with Securities America. Cooper McManus is also its own Independent RIA registered with the SEC.

They currently have 31 Independent Financial Services Professionals located in three states.

The Orange County Representatives are located both in the Cooper McManus building and in other offices around the county.

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Our Broker Dealer

Securities America, Inc. is one of the nation’s largest independent Broker Dealers.



As the business growth experts for independent business owners, they provide tangible solutions for client acquisition, practice management programs, and wealth management. 

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Independent Broker Dealer Survey

Our Custodian

National Financial Services (NFS) is a wholly-owned Fidelity Investments Company that specializes in providing a platform for growth.

As a well-established leader in clearing services and one of the largest members of the New York Stock Exchange, NFS is a valued business partner with the necessary economy of scale for long-term stability.

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