and loans using securities portfolios as collateral. Special programs for TD Ameritrade & Schwab account owners (inquire, bonds, ETFs, and more. Minimum collateral portfolio size: $100,000. FINRA/SIPC public Planner/Regsistered Investment Advisor (CFP, RIA) loan managers/advisors. Lowest, wholesale interest rates in

fee-based platform. These services include financial planning, portfolio management, retirement accounts, business retirement plans, insurance services, tax our established custodial partners – such as Charles Schwab, TD, and Interactive Brokers – provide reliable support.If you

& Associates is a dedicated team of brokerage and management professionals with over 50 years of experience in throughout the entire life cycle of your CRE portfolio. We understand that real estate investments involve morethat demands long-term dedication and care. At TD&A, our commitment to our customers is unrivaled