Td Ameritrade Custodial Agreement

By October 10, 2021 Uncategorized No Comments

TD Ameritrade Holding Corporation TD Ameritrade provides investment and training services for more than 11 million accounts receivable with total assets of approximately $1.3 trillion and deposit services for more than 7,000 registered investment advisors. We are the leading U.S. retail and make an average of about 800,000 trades per day for our clients, more than a quarter of which come from mobile devices. We remember a history of innovation that dates back to our beginnings in 1975, and today our team of 10,000 people strives to move it forward. Together, we use the latest cutting-edge technologies and one-sided customer service to transform and invest lives. Learn more by visiting the TD Ameritrade newsroom in www.amtd.com or reading our stories on Fresh Accounts. Brokerage services of TD Ameritrade, Inc., FINRA/SIPC member. “I am very pleased to offer this additional level of service to our team members. Golden State consultants now have additional deposit options for the benefit of their clients,” said Daniel R. Catone, founder and CEO of Golden State. With a flagship office in South Coast Metro, California, and expanding offices across the country, Golden State strives to create an atmosphere that benefits both consultants and its investors. Learn more about www.TeamGoldenState.com.

Golden State201 E. Sandpointe, Suite 460South Coast Metro, CA 92707866-273-1563www.TeamGoldenState.com About Golden StateGolden State is a registered investment advisor for financial professionals and their clients. The company was established in 2013 by a group of executives who together bring more than 50 years of industry experience and are associated with consultants who use more than $1.5 billion in brokerage and advisory assets. Golden State`s infrastructure offers an extensive support network through succession planning, compliance monitoring, dedicated transitional support, a profitable investment platform, and a turnkey asset management program with participation opportunities. A business agreement with LPL Financial, the country`s largest independent broker/dealer*, Raymond James and Charles Schwab, some of the country`s largest independent deposit banks, offer the tools and comprehensive research needed in today`s complex markets. TD Ameritrade, Inc. is one of the companies with which we keep our assets. TD Ameritrade, Golden State and the other companies mentioned are separate and unrelated companies and are not responsible for the services or policies of the other. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not constitute an endorsement or recommendation of any consultant.

Brokerage Services of TD Ameritrade Institutional, Division of TD Ameritrade, Inc., FINRA/SIPC member. TD Ameritrade is a joint brand of TD Ameritrade IP Company, Inc. and Toronto-Dominion Bank. Used with permission. *As reported in Financial Planning magazine, June 1996-2019, based on total revenue. . . .

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