The National Advantage

Top-Tier Client Solutions
Exclusive Investment Opportunities
Personalized Practice Support

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Innovation + Integrity

National delivers holistic financial solutions to create, manage and protect our clients’ wealth. We are a modern financial solutions company designed for today’s advisors—our goal is to empower you with the industry leading tools, services and capabilities that support your growth and enable you to prosper in a digitally connected and constantly evolving financial services environment.

Why Partner with National? Ask Your Future Partners:

Michael Mullen, Chairman and Chief Executive Officer:

 

“If you were to ask me why an advisor would choose National, they choose it for their clients. They want to come to a firm where the philosophy is simply: clients first. That is our critical job.”

Glenn Worman, President and Chief Financial Officer:

 

“We’re very open, and we build relationships through honest, ethical and transparent communication. I wouldn’t have an issue at all with someone stopping in my office and asking how we’re doing things.”

John DeSena, Chief Operating Officer


“National is a premier financial services company. We offer a full suite of services that are equal to or better than the major wirehouses–and we provide it in a more personal fashion.”

David Levine, National Sales Manager

 

“The National platform allows our financial advisors to mix and match best-in-class products and services to suit the diverse needs of their clients.”

Henry Kaplan, EVP, Co-Head of Investment Solutions

 

“I am extremely impressed at how the “New National” has streamlined its business to create the most value for its financial advisors and their clients. I see the firm quickly solidifying its place at the forefront of the wealth management industry.”

Partner with a network of innovators building the future of finance

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