About CCS

Our Mission

We build relationships with our Financial Representatives, providing the tools, support and personalized service to empower each to compete and succeed.

Our Background

Over 30 years ago we started this company with 5 reps and a promise: to be big enough to serve you and small enough to know you. Our goal is not to create a large firm. At CCS, we've created a small firm culture that puts individualized service first and focuses on building long-term relationships.

Empowering Financial Representatives

We recognize that you need the freedom, support and technology to build a business that reflects who you are and how you want to best serve your clients. We focus on potential and not on production and accommodate Financial Representatives at all levels of production.


Our Financial Representatives provide guidance and advice on a full range of investment products and services to help maximize elements of their client’s financial life.

Clearing Firms

Our strategic partnership with First Clearing*
gives us access to a team of service-driven associates all working to provide our firm and CCS Financial Representatives with unparalleled products, services, technology and operations support.