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Invest Financial Corporation
Invest Financial Corporation (styled by the company in its own literature as INVEST Financial Corporation) is an American full-service broker/dealer, registered with the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection Corporation, the U.S. Securities and Exchange Commission (SEC) and state insurance agencies in all 50 states.〔 Invest supervises and supports both financial institutions and independent registered representatives who offer advisory services, investment and insurance products.〔 Invest was formed in 1982〔 under Dan McConnell and was the first firm to offer securities inside a bank lobby.
Invest has over $24 billion in assets managed by over 1,200 Advisers who are registered with Invest. Invest’s total registered advisers account for 1,136 full-time advisers and 274 part-time advisers in approximately 150 Financial Institutions. Invest Corporate Office is located in Tampa, Florida and employs over 165 staff members who support financial advisers.〔.〕
== History ==
Formed and solely-owned by Dan McConnell in 1982, Invest Financial was later bought by Brentwood Securities. Brentwood changed its name to Investment Services for America (ISFA) – ISFA Holding Company. Kemper Financial, a major shareholder of ISFA sold Invest to First American National Bank in 1996. First American National Bank was then bought by AmSouth Bank in mid-1999. In 2000, Invest was sold by AmSouth Bank to National Planning Holdings (NPH) and is still a subsidiary of the corporation. Under the NPH umbrella, in 2004, Invest implemented EOE software and E-Sign technology.〔(INVEST Financial Timeline ), INVEST Financial Corporation. 2013〕 EOE is a network of online forms, electronic blotters, and basic compliance checks that representatives use when working with clients. E-Sign, a part of EOE, allows representatives to get client signatures for documentation on an electronic pad, eliminating paperwork.〔(NPH(SM) Increases Rep Efficiency With eSignature Technology ). Business Wire. Jun 27, 2005〕
抄文引用元・出典: フリー百科事典『 ウィキペディア（Wikipedia）』
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