Experience. Independence. Integrity.
For product availability, please review the CCS Product List.
We understand that you have a choice for your non-indexed fixed annuities and insurance needs. Our strategic partnership with national marketing companies gives you access to the marketing and product expertise you need.
Under our LEVEL PLUS program we offer our reps an opportunity to earn credits for your non-indexed fixed annuity and insurance business that will be applied to your securities business commission tiers.
Fee-based services are offered through Coordinated Capital Advisory and through our CCS Select One programs.
Our flexible program allows you to manage accounts held at our clearing firm or at the investment company, or have accounts managed by a third-party manager
For more information regarding our IA please review our CCA and SelectONE Disclosure Brochures
One of the greatest challenges facing any investor is determining the most appropriate blend of assets to potentially achieve the investment objectives of the portfolio while exposing the investor to a level of risk he can tolerate both personally and financially.
Our CCS SelectONE programs offer a wide range of advisory programs where for an annual fee (billed quarterly in advance based on the assets in the account) a quarterly performance report is provided to assist you and your clients in monitoring your investments.
