With $736 Billion in Assets, TD Ameritrade Brings Enhanced Benefits to Clients
Sarasota-based investment advisory firm Path Financial, LLC, managed by president and chief investment officer Raul Elizalde, has added TD Ameritrade as one of its preferred account custodians. Partnering with TD Ameritrade, which has over $736 billion in assets, will provide enhanced benefits to Path’s clients, such as competitively priced transaction costs, the elimination of miscellaneous fees, TD Ameritrade’s asset protection guarantee, and broad investment choices including access to over 15,000 mutual funds.
Elizalde is a Contributing Author for the online publication Oxford World Financial Digest, and has built a national reputation for providing financial insights and analyses that are frequently published online by some of the most respected financial media in the country, including Morningstar, Motley Fool, the Street and Yahoo! Finance. As a speaker, advisor, and financial news commentator, he has been quoted by the nation’s leading newspapers—The Wall Street Journal, The Washington Post, the Financial Times and The New York Times — and has appeared as a guest commentator on Reuters and Bloomberg TV, and made presentations to the World Bank, the Council of the Americas, the Emerging Markets Trading Association, and other global organizations. His career as a Wall strategist for first-tier financial institutions included holding positions as Global Fixed Income and Quantitative Strategist for ING Barings; Head of Research at Santander Investment Securities; and Fixed Income Strategist for Banc of America Securities.
Elizalde is a current member and recent chair of the Asset Management Committee for the State College of Florida Foundation. Path Financial is a Florida-registered investment firm rated “A+” by the Better Business Bureau, and is located at 1990 Main St., in Sarasota, Florida. For more information, call 941-350-7904.by