Independent Financial Services Professional
Greg Titsworth is licensed with Walnut Street Securities as the Broker/Dealer. Walnut Street is one of the largest independent Brokers/Dealers in the country. All transactions are cleared through Pershing, one of the largest clearing firms in the world. As an independent investment representative, Greg performs all research himself. There are no analysts providing "weekly recommendations". There is no inventory to "unload". There are no in-house products with extra compensation. All recommendations are based upon what is best for the individual or entity. Mutual funds and annuities can be purchased through the brokerage account with Pershing (see above) or can be sent indirectly to the mutual fund or annuity sponsor. When a purchase is sent directly through a sponsor, your assets are held directly with that particular company. You receive statements from them and can add them to your account through regular (automatic bank draft) investments if you wish.
Expenses are obviously an important part of investing since they affect your total returns. Greg is a full-service broker. As such, the commissions will be comparable to those that you will find at other full-service firms. Mutual fund and annuity companies set their own fees. There are some standards within the industry, but each company charges what it chooses.