Clearing Partnership

Empowering your Business

Our commitment to providing quality service includes a business relationship with First Clearing*, one of the nation’s leading brokerage clearing institutions. This relationship brings the benefit of a firm with deep roots in the full-service brokerage business and the strength of being affiliated with one of the largest financial services companies in America. 

Now in its fourth decade of service to quality, independently owned broker-dealers, First Clearing maintains a leading position in empowering firms, their leaders, and their advisors to compete successfully – to help their clients succeed financially.

 

Grow Your Business

First Clearing provides access to vast resources, including: a full range of investment, advisory and banking products; alternative investments, fixed income, retirement, and trust services; industry-leading research; advanced advisor workstation and workflow technologies; risk-management and compliance support; and advisor recruiting services. Our CCS Financial Representatives have exclusive access to First Clearing’s Growth Accelerator® – a professional-development and practice-consulting program designed to take an advisor’s practice to the next level.

Growth Accelerator® is a registered service mark of Wells Fargo & Company and used under license.

Business Accelerator

First Clearing provides our advisors with access to a series of programs designed to help you take your business to the next level, including: