Advisors
Supporting Your Success
“Large enough to serve your clients’ needs, yet small enough to cater to your individual requirements.”
Leverage Decades of Expertise with
Sunbelt Securities
The Principals at Sunbelt Securities each bring 20 to 30 years of industry experience across all facets of the brokerage business. They understand the essential qualities needed to provide genuine support to Financial Advisors, including timely and rational decision-making.
Benefits of an Affiliation with Sunbelt Securities:
Highly competitive payout structure
Transparency in fees and costs
True open architecture with no proprietary products
Comprehensive compliance support
IT, email, and website assistance
Individually tailored transition process and timetable
Support in repapering client accounts
Opportunity for personalized branding
Access to the National Financial Services platform for investment management, clearing, trading, and reporting
Assistance with HR issues and benefits
Access to alternative, non-correlated investment offerings
Product Offerings with Sunbelt Securities:
Annuities
Certificates of Deposit
Corporate Bonds
Education Savings Accounts
Government Bonds
HSA Plans
Individual Retirement Accounts (IRAs)
Keoghs
Key Man Insurance
Life Insurance
Long-Term Care Insurance
Money Market Accounts
Municipal Bonds
Mutual Funds
Options
Stocks
401(k) Employee Plans
403(b) Retirement Plans
Managed Account Solutions
Alternative Investments
Private Investments
Wealth Management
If you are a broker interested in becoming an affiliate of Sunbelt Securities, please feel free to contact Ray Miller at (713) 965-9510 for additional information about becoming part of our team.
