Prospective Advisors

Latitude Financial, LLC

The financial services industry is changing. The people you choose to do business with now more than ever are important. In difficult times it is important to choose the right business partners.

We have done just that. We are a marketing organization that has sought out some of the most experienced companies to process our advisory, securities and insurance business. With over 100 years combined experience in the financial services industry our principals recognized that independence and flexibility provides opportunities for advisors and their clients.

Latitude Advisors, LLC
Latitude Advisors, LLC is a registered investment advisory firm with the SEC located in Vero Beach, Florida. If you want access to the industries top money managers or you would like a platform to manage your clients' money yourself it is available. We offer a flexible platform that has been structured for our advisors needs. We built Latitude Advisors as the final piece of our marketing firm because we wanted to offer something no one else was.

  • Advisor Managed Program Through Fidelity & Schwab 
    Advisor Selects Asset Management Fee (No Basis Point Fee From Firm)
  • Latitude Managed Account Solutions (MAS) Model platorm utilizing dynamic and traditional asset allocation models, with access to ORION for performance reporting and ORION planning.  Salesforce CRM integration available.
  • Access to Over 15 Third Party Money Management Firms
    (Over 50 Institutional Money Managers)
  • Separate Account Management, Mutual Fund Portfolios and ETF Portfolios
  • Thorough Compliance Oversight and Support
  • Client Access Via the Internet
  • Consolidated Statements
  • Streamlined Business Processing 


GWN Securities, Inc.

The broker/dealer where independence is valued. GWN is committed to remaining flexible in their approach to technology, business processes, marketing and compliance. GWN is a back office operational broker/dealer that puts the advisors at the forefront with their clients  This is why we have chosen to partner with them as our broker dealer firm.

  • Independent Broker/Dealer
  • Clearing Through Pershing, LLC
  • User Friendly Systems and Technology
  • Online Continuing Education and Training
  • Thorough Compliance Oversight and Support
  • Client Access Via the Internet
  • Online File Management System
  • Consolidated Statements
  • Laserapp Provided for Form Filling
  • Streamlined Business Processing



Highland Capital Brokerage

Highland Capital Brokerage is a dynamic insurance, annuity and longevity planning distribution company providing innovative protection and income solutions to advisors.  We listen.  We educate.  We support.  We do more.  We elevate your business as your trusted, planning partner. 

  • Paid Direct by Carrier for Commissions
  • Top Commissions in Industry
  • Online Contracting - Complete Once for Multiple Appointments
  • Online Forms and Quoting
  • Case Status and Production Reporting Online
  • Over 30 Highly Rated Insurance Carriers
  • Fixed Annuities, Permanent Life, Term Life and LTC

We are currently looking to add quality advisors to our firm. If you would like additional information about joining our firm please contact John Bivens, Vice President at
(630) 553-3740 or

To schedule a meeting please click here.