Putting our clients first since 1986

For more than 30 years, we’ve been empowering clients by helping them take control of their financial lives. Today, we’re proud to continue to deliver exceptional access to education, resources, and service to help you pursue your goals with confidence.

Our Leaders

We are a group of passionate, independent thinkers who never stop exploring new ways to improve trading for the self-directed investor and who don't mind shaking up the status quo to spur change for the better.

Derrick Bradley

President and CEO

Pamela James

Chief Financial Officer

Sean Jacobs

Chief Information Officer

We're always looking for talent

Got what it takes to work with us? Great! Send us a link to your resumé or portfolio to become part of our talent pool.

See job openings

Driven, motivated people who believe that personal engagement, a sense of ownership, and a commitment to investing gives them control over their financial futures

  • Approximately 1,200 financial consultants
  • $117.9 billion enrolled in advisory solutions
  • 100,000+ financial plans provided to date