Broker Dealer & Investment Advisor
Westminster Financial Companies is a family owned financial services company located in Dayton, Ohio that dates back to 1967. It is the parent company to:
Westminster Financial Securities, Inc.
A full-service, FINRA registered broker/dealer founded in 1987, that handles trading and execution and acts as a back office for Goldberg Larkin. It is licensed in all fifty states and clears and custodies with National Financial Services LLC., a division of Fidelity.
Westminster Financial Advisory Corp.
An SEC registered investment advisor firm founded in 1987 that provides fee-based asset management services to financial professionals and clients.
Westminster Financial Agencies
A full-service insurance agency incorporated in 1990 created to provide life, health, disability, and long-term care insurance, as well as annuities and pension plans to its investment professionals and clients.
Goldberg Larkin & Westminster Financial - An Integrated Partnership
The Westminster Financial Companies provides Goldberg Larkin with a comprehensive suite of financial tools and services. This includes operations, accounting, trading, compliance and licensing requirements for FINRA and the SEC. In addition, Westminster Financial has partnered with National Financial Services LLC (NFS), a Fidelity Investments Company. Together, Westminster and NFS provide custody of assets, the execution of trades, and technology solutions.
Westminster Financial Advisory works closely with Goldberg Larkin to assist in client asset management. With access to high-level research and over thirty years of experience working with financial professionals, Westminster provides advice and models to fit all their investment needs.