INVEST is a full-service broker/dealer, registered with FINRA, SIPC, SEC and state insurance agencies in all 50 states, whose sole purpose is to supervise and support its registered representatives who offer advisory services, investment and insurance products. Our representatives must comply with all regulatory policies and guidelines in how they offer these services and products to their clients.

INVEST has over $24 billion in assets managed by over 1,200 Advisers who are registered with INVEST. INVEST Corporate Office is located in Tampa, Florida and employs over 165 staff members who support your Financial Adviser.