Resources

Investment Management

 

A private trust company that manages over $500 Billion, traded on the Nasdaq under ticker symbol SEIC. Market cap is $4 billion. Visit their site at www.seic.com.

Largest discount brokerage firm in the world, trades on the Nasdaq under the ticker symbol AMTD. Market Cap is $9 Billion. Visit their site at www.ameritrade.com.

Provides securities, brokerage, banking and related financial services to individuals and institutions. Trades in the Nasdaq under ticker symbol SCHW, with a market cap of $14 Billion. Visit their site at www.schwab.com.

 

Life Insurance

 

Primarily engages in property and casualty, life and health insurance, has a market cap of $36 Billion. Visit their website at www.allianz.com.

A+ Superior AM Best Rating and S&P A+ Strong Rating, employs more than 3,400 people across the US. Over $64.7 million in capital surplus reserves. Visit their site at www.nacannuity.com.

The sixth largest insurance group in the world, traded on the New York Stock Exchange under the ticker symbol AV. Service is over 50 million customers worldwide, with a market cap of $17.8 billion. Visit their site at www.aviva.com.




Compliance Disclosures
ADV Part 2A ADV Part 2B - Rodney Brown ADV Part 2B - Michael Hairston A&B Disclosures


To request a free copy of our ADV Part 2 A&B, please contact A&B Advisors' Chief Compliance Officer, Julie Brown at 919-267-4261 or julie@anbadvisors.com. You may also review our most recent Form ADV Part 1 and Part 2 at www.adviserinfo.sec.gov or download our ADV Part 2A and Part 2B at www.anbadvisors.com under ADV Part 2A and ADV Part 2B.

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