First Tech’s Investment Services Program Outperforms National Banks in Raymond James Broker Dealer Network
MOUNTAIN VIEW, CA (March 20, 2013) – The advisors at Addison Avenue Investment Services, the nation’s largest credit union investment services program, was the leading team at a financial institution within their broker dealer, Raymond James, for the month of January. With $2.4 million in gross dealer concession (GDC) during the month, the advisors at Addison Avenue Investment Services outperformed advisors at 210national banks and regional financial institutions in the Raymond James network.
Addison Avenue is the investment services program of First Tech Federal Credit Union, the nation’s leading credit union serving employees and family members of America’s technology sector.
“This is a very exciting accomplishment for our team,” said Scott Jenner, President/CEO of Addison Avenue Investment Services and a Raymond James registered representative. “To be in the company of so many advisors at well-respected, national financial institutions and to be recognized by Raymond James as the top performer in their network is a testament to the hard work and dedication of our team. This accomplishment puts us on track toward our goal of becoming the top performing team at a financial institution overall for Raymond James.”
There are more than 30 financial advisors at Addison Avenue Investment Services operating in 39 First Tech branches across eight states. For more information, please visit https://www.firsttechfed.com/investments/.
About Addison Avenue Investment Services
Addison Avenue Investment Services is the recognized investment services program of First Tech Federal Credit Union. Initially launched in 1998 to serve the investment needs of Hewlett-Packard employees, Addison Avenue Investment Services has grown to the largest credit union investment program in the nation, with advisors managing $2.49 billion in assets for First Tech’s 360,000 members. There are more than 30 financial advisors operating in 39 First Tech branches across eight states. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, which is not affiliated with Addison Avenue Investment Services or First Tech Federal Credit Union.
About First Tech Federal Credit Union
First Tech Federal Credit Union is a $5.6 billion institution headquartered in Mountain View, Calif. It is the nation’s premier credit union serving the world’s leading technology-oriented companies and their employees, including HP, Microsoft, Agilent, Intel, CISCO, Amazon, Nike, CH2M HILL, Intuit, Google and more. First Tech is recognized as the industry catalyst for delivering effortless banking experiences to its 360,000 members through its 39 branch locations, more than 4,000 Shared Branch locations, 30,000
CO-OP Network ATMs and 286,000 ATMs nationwide. First Tech offers a full range of banking services, including traditional banking, mortgage, financial planning and insurance services. For more information, visit firsttechfed.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, which is not affiliated with Addison Avenue Investment Services or First Tech Federal Credit Union. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities are not guaranteed by the Credit Union, not NCUA/NCUSIF insured, not a deposit, not insured by any government agency, are subject to risk and may lose value.