Texas Coast Financial Services is a “Doing Business As” (DBA) name. Jason Reeves began using the DBA name to emphasize his independent, objective approach in serving clients without broker-dealer influence to generate commission or offer proprietary products.
Cetera Advisor Networks is an independent broker-dealer that was founded in 1983 as Financial Network Investment Corporation, a pioneer on the emergent independent-contractor broker-dealer scene. It was built on the belief that financial advisors could enjoy even greater success by joining high-performance teams offering local support and guidance, while sharing best practices across a nationwide network. From that belief, the firm's hallmark regional model was born – a model that built the firm into one of the nation's largest and most successful independent broker-dealers.
Through my alliance with Cetera, we offer a wide variety of financial products and services, including stock and bond trading, mutual funds, insurance products (including annuities and life insurance), managed money accounts, self-directed IRAs, 401(k) plans, and a variety of other products and services.
First Clearing, LLC, a non-bank affiliate of Wells Fargo & Company, and Pershing, LLC, a subsidiary of Bank of New York Mellon, separately carry customer accounts for Summit. Both First Clearing and Pershing are members of the New York Stock Exchange. Client assets are protected up to $500,000 (of which $250,000 may be cash) by the Securities Investor Protection Corporation (SIPC), and, through either First Clearing or Pershing, we are able to provide additional commercial coverage of the remaining net equity balance, if any, in your accounts at no charge. This coverage does not protect against losses from changes in the market values on investments.
Pershing is committed to supporting the success of our clients. We provide you and your investors with a strong foundation for growth, and deliver industry-leading technology and innovative solutions to help you grow your business without limits.
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As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.