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Access to Objective Research

We believe it is vital to have access to detailed, objective, third-party research.  Some of the greatest opportunities are hidden in plain sight.  Through our strategic partnership with Ladenburg Thalmann & Co., we have access to reports, tools and strategies to help recommend sound investment approaches for our clients, including a specialized focus on yield oriented equities.

 

Founded in 1876, Ladenburg Thalmann is the 6th oldest member of the New York Stock Exchange and trade under the symbol "LTS" on the NYSE_MKT.  They service all types of investors (Individual, Institutional, Non-Profit).  

While Ladenburg's equity research teams cover numerous industries, some of their sector specialties include:

  • Master Limited Partnerships (MLPs)
  • Technology
  • Power & Infrastructure
  • Energy Exploration & Production
  • Business Development Companies (BDCs)
  • Real Investment Trusts (REITs)
  • Biotechnology
  • Special Situations

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We are licensed in the following states. If you are a legal resident of one of these states, please proceed, otherwise, we are sorry if we are unable to offer you our services at this time. Securities: Arizona, California, Colorado, Delaware, Florida, Georgia, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, Vermont, Virginia & Washington.

Securities and Advisory services offered through Triad Advisors Member FINRA/SIPC.

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