Coburn & Meredith, Inc. is associated with the following custodians. For more information regarding our relationship with First Clearing and Fidelity Investments, please feel welcome to visit the websites below.
First Clearing1 provides introducing broker-dealers with efficient execution services for trading stocks, bonds and other securities. In addition, First Clearing documents and clears transactions, collects and pays dividends and interest, processes corporate reorganizations, delivers trade confirmations and statements, custodies assets, and provides annual tax-reporting summaries.
First Clearing carries your account and acts as your custodian for funds and securities deposited directly by you, through Coburn & Meredith, Inc., or as a result of transactions it processes for your account.
First Clearing’s experience in serving full-service brokerage firms allows us to offer both traditional and innovative financial services.
In addition to providing custodial and trade execution support, First Clearing furnishes firms and financial advisors access to a world-class platform of products, technology, tools and research.
Fidelity Investments®2 is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, please visit www.fidelity.com.
1First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo Company.
2Fidelity Investments is an independent company, unaffiliated with Coburn & Meredith, Inc. Fidelity Investments is a service provider to Coburn & Meredith, Inc. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Coburn & Meredith, Inc. and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Clearing & Custody SolutionsSM provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity.