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The following is a partial list of available advisors and is for informational purposes only.
Note: The Oxford Club is not a broker, dealer or licensed investment advisor. No person listed below should be considered as permitted to engage in rendering personalized investment, legal or other professional advice as an agent of the Oxford Club. The Oxford Club does not receive any compensation for these services. Additionally, any individual services rendered to Oxford Club members by the members of the Advisory Panel are considered completely separate from and outside the scope of services offered by the Oxford Club. Therefore if you choose to contact a member of the Advisory Panel listed below, such contact, as well as, any resulting relationship is strictly between you and the Panel member.
Pillar One Advisors
See our Pillar One listing for special, discounted programs these brokers may offer to members, or call us if you have any questions about our Pillar One Advisors at 800-992-0205 or 410-223-2643.
Discount and Online Brokers
TD Ameritrade, Inc.
With $5,000 equity in your account, you can take advantage of Ameritrade’s low, flat rate fee on trades of any number of common or preferred shares.
PO Box 2760
Omaha, NE 68103-2760
T: 800-454-9272
T: 402-970-5805
F: 816-243-3769
www.tdameritrade.com
Scott Trade
Scott Trade has 204 branch offices nationwide. They are mostly an online brokerage firm but do have some traditional accounts as well. They deal mostly with USA customers. They have won the JD Powers and Associates Award for superior customer service the last 4 years running.
12800 Flushing Meadow Dr
St Louis, MO 6311
T: 1-800-619-7283 or 202-296-0444
www.scottrade.com
E*Trade Securities
This company has one goal–low transaction costs-and it succeeds. All trading is done online. As a result, E*Trade offers no extras. It is fairly slow, and the brokers-should you ever need to speak with one-are not as experienced as elsewhere. They merged with Brown & Company in 2006.
P.O. Box 1542
Merryfield, VA 22116-1542
T: 800-387-2331
T: 916-636-2510
www.etrade.com
America On-Line Keyword: ETRADE
Fidelity Investments
Fidelity has over 60 branch offices in major cities throughout the US. Fidelity competes with Schwab in the high fee department, but it also offers excellent automated transactions and can obtain stocks that are difficult to get at most lower-priced brokerages.
PO Box 770001
Cincinnati, OH 45277-0002
T: 800-544-7272 or 617-563-7000
www.fidelity.com
Charles Schwab & Company
Despite being the most expensive discounter, Charles Schwab has a lot to offer: 24 hour service, the ability to buy on many overseas exchanges, the best selection of the industry’s best-performing no-load mutual funds and excellent automated service. Schwab also has over 200 branches in major US cities.
San Francisco Operations Center
PO Box 7368
San Francisco, CA 94120
T: 866-855-9102 or 415-627-7000
www.schwab.com
Note: Commission rates are subject to change. Be sure to check the commission every time you call (from the brokerage firm’s schedule) and then verify it through the discount broker prior to making trades.
Full-Service Brokers
Use a discount broker whenever possible; otherwise contact:
Alpha Strategic Advisors *Pillar One Advisor
900 Pacific Street
Stamford, CT 06902
T: (203) 524-0711
F: (203) 429-9311
Abrookman@alphastrategicadvisor.com
www.alphastrategicadvisor.com
Contact: Andrew Brookman
Fund Advisors of America *Pillar One Advisor
1800 Pembrook Dr. Suite 300
Orlando, Fl. 32810
T: 800-438-3040 or 407-667-4729
F: 407-667-4728
Contact: Greg Galloway
Key Investment Group *Pillar One Advisor
110 Park Avenue South
Winter Park, FL 32789
T: 877-539-1004 or 407-539-1004
F: 407-539-1290
www.keywp.com
Contact: Samuel Jacobs or Howard Goldstein
RMB Group or Fox Investments *Pillar One Advisor
141 W. Jackson Blvd, Suite 1800A
Chicago, IL 60604
T: 800-345-7026 or 312-528-3065
F: 312-266-6055
srutsen@cs.com
Contact: Sue Rutsen or Robert Meier