Each directory listing specifies the County in which the investment service
is located as well as the database categories that are relevant to the listing. Convenient links
to adjacent State directories are provided at the bottom of each directory page.
States with no investment service listings are grayed out in the State Menu.
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Aetna
aetna.com
Located in about 28 states.
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- Health Care Plans
- Insurance
- Insurance Agents and Brokers
- Health Insurance
- Life Insurance
- Financial Services
- Investment Advisory Services
- Investment Services
- Accident and Health Insurance
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Ameriprise Financial
www.ameriprise.com
Located in about 50 states.
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- Financial Counselors
- Personal Financial Services
- Financial Planning Consultants and Services
- Investment Securities
- Investments
- Investment Services
- Investment Advisory Services
- Financial Services
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Charles Schwab & Company
schwab.com
Located in about 37 states.
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- Stock and Bond Brokers
- Investment Securities
- Investments
- Investment Services
- Financial Services
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Chase
www.chase.com
Located in about 38 states.
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- Commercial and Savings Banks
- Investment Advisory Services
- Investment Services
- Personal Financial Services
- Financial Institutions
- Real Estate Loans
- Banks
- Personal Loans
- Financial Services
- Insurance
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Edward Jones
www.edwardjones.com
Located in about 45 states.
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- Stock and Bond Brokers
- Investment Securities
- Investments
- Investment Services
- Financial Services
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Fidelity Investments
www.fidelity.com
Located in about 20 states.
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- Financial Brokers
- Mutual Funds and Brokers
- Stock and Bond Brokers
- Investment Services
- Investments
- Investment Management
- Investment Securities
- Financial Services
- Personal Financial Services
- Financial Planning Consultants and Services
- Insurance
- Investment Advisory Services
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First Command Financial Plan
firstcommandbank.com
Located in about 32 states.
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- Financial Planning Consultants and Services
- Personal Financial Services
- Financial Counselors
- Financial Services
- Investment Advisory Services
- Investment Services
- Insurance
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Linsco Private Ledger
www.lpl.com
Located in about 45 states.
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- Stock and Bond Brokers
- Investments
- Investment Securities
- Investment Services
- Financial Planning Consultants and Services
- Financial Counselors
- Financial Services
- Personal Financial Services
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Merrill Lynch
www.ml.com
Located in about 46 states.
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- Financial Brokers
- Mutual Funds and Brokers
- Stock and Bond Brokers
- Investments
- Investment Securities
- Investment Services
- Investment Advisory Services
- Financial Planning Consultants and Services
- Personal Financial Services
- Financial Services
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Morgan Stanley & Company
www.morganstanley.com
Located in about 48 states.
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- Investment Securities
- Stock and Bond Brokers
- Investments
- Investment Services
- Financial Planning Consultants and Services
- Financial Services
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Oppenheimer & CO Inc
opco.com
Located in about 22 states.
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- Stock and Bond Brokers
- Investment Securities
- Investment Services
- Investments
- Mutual Funds and Brokers
- Financial Services
- Business Brokers
- Financial Planning Consultants and Services
- Investment Advisory Services
- Personal Financial Services
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Raymond James Financial Service
www.raymondjames.com
Located in about 50 states.
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- Investment Advisory Services
- Investment Services
- Stock and Bond Brokers
- Investment Securities
- Investments
- Financial Planning Consultants and Services
- Financial Counselors
- Financial Services
- Personal Financial Services
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Royal Alliance Associates Inc
www.royalalliance.com
Located in about 44 states.
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- Business Brokers
- Investment Securities
- Investment Services
- Investments
- Investment Advisory Services
- Financial Counselors
- Personal Financial Services
- Financial Planning Consultants and Services
- Financial Services
- Stock and Bond Brokers
- Insurance
- Accounting, Auditing and Bookkeeping Services
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Scottrade
scottrade.com
Located in about 39 states.
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- Stock and Bond Brokers
- Investment Services
- Investment Securities
- Investments
- Financial Services
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Securities America Inc
www.securitiesamerica.com
Located in about 43 states.
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- Stock and Bond Brokers
- Investment Securities
- Investments
- Investment Services
- Financial Planning Consultants and Services
- Financial Services
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UBS Financial Service
ubs.com
Located in about 25 states.
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- Commercial and Savings Banks
- Stock and Bond Brokers
- Investment Securities
- Investments
- Banks
- Financial Institutions
- Financial Services
- Investment Services
- Investment Bankers
- Financial Counselors
- Financial Planning Consultants and Services
- Personal Financial Services
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Waddell & Reed Inc
www.waddell.com
Located in about 37 states.
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- Mutual Funds and Brokers
- Financial Brokers
- Business Brokers
- Investments
- Financial Counselors
- Investment Services
- Financial Planning Consultants and Services
- Personal Financial Services
- Investment Securities
- Financial Services
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Wells Fargo Bank
www.wellsfargo.com
Located in about 46 states.
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- Commercial and Savings Banks
- Investment Advisory Services
- Investment Services
- Real Estate Loans
- Financial Institutions
- Personal Financial Services
- Banks
- Insurance
- Financial Services
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