A Broker,
Built by Reps.
For Reps.
Successful advisors understand that we are in the people business. As technology advances and takes over more of our world, the need grows for a personal touch. That starts here, with us, your broker dealer and extends through you to your clients. From broker to advisor, from advisor to client, strong relationships are what drive true success.
It’s time for a strategy that’s built by someone who knows what it’s like to be in your shoes. In today’s competitive financial world, you don’t want to be dealing with an out of touch broker-dealer who makes you jump through unnecessary hoops. You need a broker-dealer that knows all of the in’s and outs of your everyday life as a financial advisor.
Our Rep-Centric Culture
We’ve worn your hats.
We’ve walked in your shoes.
It’s a whole new way of doing business. We set our standards high, focusing on delivering what advisors need in order to best serve their clients. We understand the many hats you wear in order to operate a successful financial practice office. We always have our eyes open to new offerings from your perspective, in order to help you succeed.
You can count on us when obstacles arise, and trust that we are looking for what you need before you even know that that is! We have a dedicated Help Desk for registered reps, staffed by experienced principals who are also producers. The Help Desk can assist you with forms, case design, product information, marketing questions and they provide the real world answers you need.
Empowering
You
We differ greatly from other brokers in our approach to portfolio construction and client management. Our philosophy emphasizes predictability and stability, similar to the approach most endowments take. We’ve developed ways to take the same strategies used by institutions and universities and offer them to average investors. We empower you with these tools, assisting you on your journey as an elite, high payout, financial professional
So why the name, “Center Street?
We like to think of ourselves as the figurative “road” that links “Main Street” -our investment professionals and their clients, to “Wall Street”. In other words, we strive to bring world class investments and client service to investors of all levels, and do so with a touch of southern hospitality and “down home” common sense.
Our Mission is Clear
Helping YOU achieve Success.
Remove Worry
We help you take the emotions out of the investment process for your clients, in order to build portfolios for the average investor with products and investments that are designed to reduce volatility.
Maintain Stability
We train you in how to grow and generate steady streams of income for your clients that are both stable and predictable. Steady returns with low volatility may help establish better client trust.
Maximize Productivity
Save time and spend it where it counts. With our tools, you will have more time to strengthen relationships with existing clients and to build new relationships as you run your own practice.
Our services are focused around your ultimate success
Online Portal
Our clearing arrangement through Pershing, LLC allows access to the major financial markets, so your clients can view their accounts and statements in a familiar format.
Help Desk
Staffed by experienced principals who are also producers. We assist you with forms, case design, product information, marketing questions and provide the real world answers you need.
Marketing
In today’s world you must market yourself in addition to your day-to-day work. We offer low cost, turn-key proprietary marketing programs to help you get new clients and grow your practice.
Street-Smarts
Visit us for onsite training where we walk you through the endowment theory and show you how to replicate the method our advisors use in order to find your success.
