Coburn Financial is associated with the following custodians. For more information regarding our relationship with First Clearing and Fidelity Investments, please feel welcome to contact your financial advisor.
Our commitment to providing the highest quality of service includes a partnership with First Clearing. This relationship brings you the benefit of a firm with deep roots in the full-service brokerage business. First Clearing carries your account and acts as your custodian for funds and securities deposited directly by you, through Coburn & Meredith, or as a result of transactions it processes for your account.
Diversification is an important factor in managing your money for maximum returns and minimal risk. Our alliance with First Clearing gives you access to resources that provide a wide range of industry-leading products, services, technology, and operational support, all working to help achieve your financial goals.
First 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.
Like many investors, one of your key goals in accumulating wealth is to ensure that it is passed on as you wish. Whether you are saving for retirement or need specialized wealth management services—such as trustee services, separately managed accounts, or alternative investments—you will have access to the products you may need when you need them.
Fidelity works closely with our firm to help identify the products and services that are in your best interest. Moving forward, Fidelity will continue to help find new ways for us to better serve you. This ongoing relationship, complemented by Fidelity’s advanced wealth management platform, provides a solid foundation to help you achieve your financial objectives.
Fidelity Clearing & Custody SolutionsSM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.