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TD Ameritrade
- Is a leading provider of brokerage and custody services offering personal support through dedicated services teams and an advanced technology platform.
- Provides a broad selection of mutual funds allowing us to purchase shares in institutional class funds and often in closed funds when we hold an existing position.
- Offers a lower cost fee structure than their competitors, on balance.
- Offers AdvisorClient.com giving clients the ability to view your account positions, balances, and history online at your convenience.
- Is a member of the Securities Investor Protection Corporation protecting against brokerage insolvency.
*OTHER PROFESSIONALS
| Attorneys |
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Sheila Clark
Clark & Lowe LLC
1500 West Third Avenue
Columbus, Ohio 43212
(614) 340-3895
William A. Morse
933 High Street
Worthington, Ohio 43085
(614) 436-8010
Richard T. Taps Attorney at Law
713 South Front Street
Columbus, Ohio 43206
(614) 443-8000
Jeffrey L. Terbeek
Attorney & Counselor at Law
5248 Bethel-Reed Park
Columbus, Ohio 43220
(614) 273-0448
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| Accountants |
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Susan A. Moussi
Ary Roepcke Mulchaey, P.C.
Two Miranova Place, Suite 600 Columbus, Ohio 43215
(614) 486-3600
Robert Peck
Peck & Martin CPA, Inc.
3404 Riverside Drive
Columbus, Ohio 43221
(614) 457-4888
Glen Harper
Warner & Harper CPAs
1396 West King Avenue
Columbus, Ohio 43212
(614) 488-0061
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*AFPI’s presentation of “Other Professionals” listed on this web page is for informational purposes only. Listing of this third party contact information is not intended as, and should not be interpreted by you as constituting or implying our endorsement, sponsorship, or recommendation of services provided by named third party professionals. AFPI is not a referral service.
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