Through a strategic partnership with NFP Securities, Inc. (NFPSI), Fusion provides advisors with asset management and brokerage services from a leading broker-dealer* and advisory services company. NFPSI excels at servicing some of the largest wealth management, executive benefits and retirement planning firms in the country. As our broker-dealer, NFPSI combines the resources and management discipline of a publicly owned company with a friendly and accessible team of professionals who are passionate about their clients, our advisors.
This unique arrangement with NFPSI allows us to focus on our core competencies and strengths by balancing compliance and operational needs with business goals and relationship management.
Fusion firms have access to NFPSI’s asset management platform which combines third party custody with trading, reporting and rebalancing tools. NFPSI provides alternative investment solutions, and wealth and income planning services through an open-architecture platform and relationships with financial product manufacturers.
Your clients can benefit by working with an independent advisor that has access to a broad array of national resources, support and tools
*Based on gross revenue – Investment News, 2011
Our advisory platform – Advisor Enterprise, combines software and tools that would otherwise be priced between $30,000 and $60,000 if purchased separately. This estimate is BEFORE the cost of labor to run and support the systems.
Securities and Investment Advisory Services offered through NFP Securities, Inc. Member FINRA/SIPC. NFP Securities, Inc. is not affiliated with Fusion Financial Group or Fusion Advisor Network. NFP Securities, Inc. does not offer tax or legal advice.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.