Life Insurance

  • Huffman & Assoc.
  • Jackson National NY 1-800-766-4683

Money Manager

  • Advisor’s Capital Investments 1-800-297-0722
  • AFM Asset Management 1-800-798-3553
  • Alpha Investment Management 1-877-229-9400
  • Aris 1-877-611-2747
  • Atlas Capital Management Corp. 1-206-637-2857
  • Bell Capital Management 1-800-871-2663
  • BTS Asset Management 800-343-3040
  • CLS Investment Firm, LLC 1-800-635-3427
  • Curian Capital 1-877-847-4192
  • Envestnet Asset Management 312-827-3980
  • Evolve -Managed Mutual Funds 1-214-891-9781
  • Flex Plan 1-800-347-3539
  • ITS Asset Management 800-765-4877
  • Investment Research Advisory Corp 502-267-9606
  • Lockwood Investment 1-800-200-3033
  • Manning & Napier 800-444-6885
  • Meeder Asset Management 800-325-3539
  • Portfolio Strategies, Inc. 1-253-383-1676
  • Potomac Fund Management Inc. 1-888-768-6622
  • Schreiner Capital Management 1-800-351-0268
  • W. E. Donoghue 1-800-642-4276

Money Manager Platform

  • AssetMark  1-800-664-5345

REIT

  • AFA Financial Evergreen Income and Growth 1-800-990-8448
  • American Realty Capital Trust 1-877-373-2522
  • Behringer Harvard Opportunity REIT II 866-655-3600
  • Behringer Harvard REIT 1-214-655-1600
  • Cornerstone 1-800-805-3333
         Growth & Income Reit
         CIP Leveraged Fund
         Cornerstone Core Properties REIT
  • Fla Capital 1-800-553-7624
  • Hines REIT 1-888-220-6121
  • Inland Real Estate Investment Corporation 1-800-826-8228
  • KBS 1-866-584-1381
  • Lightstone 1-866-792-8700
  • Paladin Realty 1-866-725-7348
  • RTE Asset Management 1-800-228-2128
  • SEI Investments 1-800-734-1003
  • Wells Real Estate 1-800-448-1010
  • Wells Timber REIT

College Fund

  • Allianz Collage Access 1-866-529-7462
  • American Century Investments 1-877-923-6887
  • Evergreen College Sense 529
  • NY Future Scholar 529 (Columbia Management) 1-888-244-5674
  • John Hancock 529 866-326-3765
  • JP Morgan 529 800-338-4345
  • Nelnet 1-888-993-3746
  • Van Kampen 529 1-800-421-5666

Clearing Platform

  • Schwab 1-800-435-4000
  • First Southwest Company 1-800-678-3792

Securitized TICs

  • AFA BNIE 1-877-752-6272
  • AFA Financial Group 1-877-865-1031
  • Alpine 1-414-287-3508
  • Anthem Securities 1-412-262-1680
  • Argus Realty Investors 1-877-366-1031
  • Blue Rock 1-866-274-2984
  • Direct Capital Securities Inc. 1-888-410-1031
  • Equitable Companies 1-310-461-1450
  • Ethanol Capital Management Inc. 1-520-628-2000
  • Evergreen 1-800-990-8448
  • Exchange Point 1-310-247-0550
  • Gemini 1-800-644-7845
  • Gibraltar 1-760-633-1314
  • Griffin Capital 1-310-297-9700
  • Guardian 866-454-2401
  • Kodiak Capital 1-214-953-1031
  • MacDonald Realty 800-382-0847
         Aspen Woods Partners, LP
  • Meridian Capital Partners, LLC 1-617-328-6200
  • Moody National 1-866-567-1031
  • Moody National FFO Des Moines S, LLC 1-713-273-6626
  • OMNI Brokerage Inc. 1-801-316-4301
  • Orix Realty Investment Exchange 1-312-669-6438
  • Passco Capital Inc. 1-877-472-7726
  • Passco Capital Warminster Business Center 1-877-472-7726
  • Principle Equity 1-281-847-9955
  • Rainier Capital 1-214-234-8200
  • RK Securities Corp 1-562-240-1000
  • TIC Properties 1-864-672-4842
  • Triple Net Properties 1-877-888-7348
  • TSG Real Estate 1-800-383-4943
  • Western America 1-425-576-2707
  • Wilkinson 1031, LLC 1-509-853-2442

401K Plans

  • Nationwide 1-800-321-6064
  • Wachovia Retirement Services 1-800-690-9721

Other Direct Placements

  • AFA Financial Group, LLC 1-818-708-0111
  • American Realty Capital 877-373-2522
  • Atel 12 800-543-2835
  • ATEL Growth Capital Fund 1-800-543-2835
  • BlackRock 212-810-5890
  • Cawley Income Fund 866-415-2605
  • Cawley Multifamily Fund 866-415-2605
  • CMC Equity 800-419-2855
  • CMC Notes 800-419-2855
  • Commonwealth Income & Growth 877-654-1500
  • Cypress Equipment Funds 13 & 14 888-800-0988
  • Gentry Mills Capital 972-759-8725
  • Hartman Short Term Income Properties XIX
  • ICON 1-800-435-5697
  • Miller Rig & Equipment 1-423-663-9457
  • RM Crowe Medstone Capital 214-265-6772
  • Thompson National Kodak Campus 949-833-8252
  • Thompson National Participating Notes 949-833-8252
  • Triton Opportunity Fund 512-692-4942
  • Vertical Capital US Recovery Fund 866-224-9320
  • Walton International 1-800-959-6048

Direct Placement Unit Investment Trust (UIT)

  • First Trust Portfolios 1-800-621-1675

Gas and Oil Companies

  • Atlas Resources, LLC 1-412-480-4536
  • Capital City Energy Fund 1-877-310-1614
  • Compass Capital, LLC 1-219-476-7100
  • Compass Energy Partners 219-476-7100
  • Ethenol Capt Management 520-628-2000
  • Mammoth Destiny 954-734-0552
  • Mountain V 2008-C Drilling Program 1-304-842-6320
  • NGAS Resources 1-866-711-6427
  • Ridgewood Energy 1-800-841-5370
  • U.S. Energy 1-800-636-7606