First, we need to get to know you and your situation to be sure that we can assist you. Then, we will help you to set up a new brokerage account at Portfolio Resources Group, Inc. (PRG). The PRG back office will contact your old brokerage firm and have the assets transferred to your new account. You just sign the paperwork. Once the positions have moved, we can review them and determine how they fit into your overall financial plan. Profile takes care of certain administrative details and financial planning, PRG oversees the actual trading, and Pershing is the custodian of your assets.
Published June 28, 2018.