Headquarters: 3721 Douglas Blvd. Suite 200 Roseville, CA 95661

Phones: (888) 815-1000 General Toll-free Phone (800) 952-2146 ePPS Toll-free Phone (916) 677-0177 Local phone (916) 677-0150 General Fax (916) 677-0184 Operations Fax

Clearing Firm:
National Financial Services (NFS), a wholly owned subsidiary of Fidelity Investments.

Payout:
Up to 90% on Gross Dealer Concession

Equity Ownership:
Stock option awards are based on the gross margin to the broker/dealer.
Gross Margin = Gross Dealer Concession - payout

Products:
ePLANNING owns no product and has no bias. Click here for product lists.

Investment Research:
Available through National Financial Services (NFS).

Advisory Services:
Qualified candidates may become Investment Advisory Representatives (IARs) of ePLANNING Advisors, Inc. A corporate, stand-alone Registered Investment Advisor (RIA) is also allowed in most cases.