TD Ameritrade: Royal Oak Financial Advisors utilizes TD Ameritrade as our *primary custodian. TD Ameritrade, as a firm, services over $8.52 trillion across over 11 million client accounts as of this writing, May 2020. TD Ameritrade Institutional provides monthly statements, trade confirmations, tax reporting documents, and online access for clients to view their account(s). ROFA clients have the choice to receive all correspondence via email or have paper copies mailed to them. TD Ameritrade, Member FINRA/SIPC, is an investment firm with over 10,000 employees and offices throughout the world. TD Ameritrade offers a variety of investment and financial tools to its over 6,000 independent advisors and their clients.
