Accounts

At CCS, customers have the choice of opening a brokerage account with our clearing firm, First Clearing, as custodian, or an account held directly with the investment or insurance company. You can also choose from investment services that are transaction-commission based or fee-based advisory services.

Brokerage Accounts
We have a fully disclosed clearing arrangement with First Clearing, LLC for our stock, bond and mutual fund trading in a brokerage account as well as investment advisory fee-based business. First Clearing is one of the nation's leading brokerage-clearing institutions. This relationship brings us the benefit of a firm with a long heritage in the full-service brokerage business and the strength of being affiliated with Wells Fargo & Company*.

With a full-service brokerage account, you can work with your financial representative to invest in multiple asset types — including cash, stocks, preferred stocks, bonds, mutual funds, annuities, unit investment trusts, and more to create an appropriate investment portfolio.
 

  The Advantage Account
When money sits idle, it loses its earning power through inflation. With an Advantage Account, your cash is always working for you. An Advantage Account incorporates all the financial services you need to develop and maintain a successful financial plan. By offering many of the convenient features of banking — including check writing and a Visa® Gold Check Card/ATM Card — this personal cash management program lets you take a comprehensive approach to managing your investments, your retirement savings and even your everyday household expenses. For more information, click here

Access Online   view Access Online Brochure
Twenty-four hours a day, seven days a week — you will have access to your brokerage account balances. This online tool has many features that will allow you to get real-time quotes and streaming market data. Click here to Log-In to your brokerage account using Access Online.


*First Clearing, LLC, an affiliate of Wells Fargo & Company, produces account statements and trade confirms, and provides our firm with recordkeeping, operational, clearing and custodial services.  First Clearing is a member of FINRA, SIPC, NYSE, NASDAQ and other regional stock exchanges.