Client One Securities, Llc

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Description

  • Client One Securities is an independent, full-service boutique broker-dealer for experienced Registered Representatives and Investment Advisory Representatives. Client One strives to provide everything financial professionals need to deliver the highest level of service to their clients. To help our financial professionals achieve their goals, we do business with the top vendors. Our comprehensive list of selling agreements includes more than 100 mutual fund companies, 30 variable insurance carriers, a variety of real estate investment trusts (REITs) and comprehensive fee-based options to fit your business.We offer a wide array of product support including:Mutual Funds Stocks Bonds Exchange-Traded Funds (ETFs) Variable Life Insurance Variable Annuities Real Estate Investment Trusts (REITs) Business Development Companies (BDCs)Fee-based advisory services include:Rep Managed Open Architecture Wrap Platforms Proprietary Models Platform Elite Choice 401(k) Program Third-Party Money Managers Financial Planning and ConsultingCall the Client One sales team to learn more about our offerings at 888.909.9399.
  • location

    Headquarters:11460 Tomahawk Creek Parkway Suite 200, Leawood, Kansas, United States

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  • Client One Securities, Llc phone

    Phone Number: +1 913-814-6097

  • Client One Securities, Llc website

    Website: https://www.client1securities.com

  • Client One Securities, Llc employees

    Employees:22

  • Client One Securities, Llc revenue

    Revenue:$10 - 50M

  • Client One Securities, Llc legal name

    Legal Name:Client One Securities, Llc

  • Client One Securities, Llc's Social Media

    Client One Securities, Llc linkedin Client One Securities, Llc twitter
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  • |  NAICS Code: 523930  |

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Head Of Marketing for Client One Securities, Llc

Wendy Hartley

Head Of Marketing

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Wendy Hartley

Head Of Marketing

Huntington Klee

New Business Supervisor

Mark Rubin

Operations Manager

Jake Tyndall

New Business Recruiter And Onboarding Manager

Frequently Asked Questions regarding Client One Securities, Llc

  • Where are Client One Securities, Llc's Headquarters?

    Client One Securities, Llc's Headquarters are in 11460 Tomahawk Creek Parkway Suite 200,Leawood,Kansas,United States

  • What is Client One Securities, Llc's phone number?

    Client One Securities, Llc's phone number is +1 913-814-6097

  • What is Client One Securities, Llc's official website?

    Client One Securities, Llc's official website is https://www.client1securities.com

  • What is Client One Securities, Llc's Revenue?

    Client One Securities, Llc's revenue is $10 - 50M

  • What is Client One Securities, Llc's NAICS code?

    Client One Securities, Llc's NAICS code is 523930

  • How many employees are working in Client One Securities, Llc

    Client One Securities, Llc has 22 employees

  • What is Client One Securities, Llc's Industry?

    Client One Securities, Llc is in the industry of Investment Management

  • Who is Client One Securities, Llc's Head Of Marketing?

    Client One Securities, Llc's Head Of Marketing is Wendy Hartley

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