Asset Custody



Asset Custody for Reagan Holloway by Fidelity Institutional Wealth Services

Headquartered in Boston with 40,000 associates, Fidelity’s global presence spans across North America, Europe, Asia, and Australia.  Fidelity Institutional Wealth Services provides a comprehensive custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, and retirement record-keepers.  Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

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Asset Custody for Reagan Holloway by Wells Fargo Clearing Services, LLC

Wells Fargo Clearing is a preferred provider for clearing services for our clients.  Headquartered in St. Louis, Wells Fargo provides the benefit of a firm with a deep heritage in the full-service brokerage business and the strength of one of the nation's strongest financial services companies.  Our alliance with Wells Fargo Clearing gives us access to resources that provide a wide range of world-class and industry-leading products, services, technology & operational support to help us meet our clients’ needs.  Wells Fargo Clearing is a member of the New York Stock Exchange (NYSE), NASDAQ and other major exchanges.

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Wells Fargo First Clearing

Broker Dealer Services for Reagan Holloway account holders provided by Prospera Financial Services, Inc.

In today’s world of investing, more and more clients are choosing to use the services of independent financial professionals. With personalized attention and a dedication to detail, these advisors are driven by their clients’ needs and expectations of financial success. At Prospera Financial, our business is all about supporting the business of these independent financial professionals. We bring them a superior menu of investment choices, leading-edge technology, indispensable financial tools, expert investment planning and advice, and personalized service — so they can bring their clients the same. Since we’re affiliated with the third largest clearing firm in the country, our resources are world-class. But our culture is one of a smaller, personalized firm.

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