Client Account Access

ACCESSING CLIENT ACCOUNTS

*Clients with Accounts housed at National Financial Services, LLC (NFS) may access their accounts by clicking on the logo shown below:

*Clients with Accounts housed at Pershing, LLC may access their accounts by clicking here. 

*Platinum Level clients may access their Advisory accounts by clicking on the logo shown below:

 Client Utilizing Wealth Monitor may login by clicking the the logo below:

ABOUT THE BROKER/DEALER

Live Oak Financial Services, LLC is unaffiliated with but offers securities, Advisory services and fixed (insurance) products through Securities America Financial Corporation (SAFC).  SAFC is headquartered in Omaha, Nebraska, and is the holding company for Securities America, Inc., Securities America Advisors, Inc., and Securities America's Product Distribution Group. SAFC is a wholly owned subsidiary of Ameriprise Financial, Inc.

Securities America, Inc. is the nation's 6th largest independent general securities broker dealer* supporting over 1,800 financial representatives nationwide with $36 billion in client assets under their supervision.

Securities America Advisors, Inc. is a U.S. Securities and Exchange Commission Registered Investment Advisor with nearly $9 billion in assets under management and administration.

Securities America Product Distribution Group, the corporate insurance agency, provides financial representatives with a complete line of life insurance, annuity, disability income, long-term care and health insurance products and support.

*According to Financial Planning Magazine's Broker/Dealer Survey, 06/2005.