Charles Schwab has acquired TD Ameritrade. Beginning on August 1, TDA clients will be prompted on the TD Ameritrade AdvisorClient website to create a Schwab Alliance login.

If you are an existing Schwab client, you can skip this step and use your current Schwab Login ID and password.


Office Address

29000 US Highway 98, Suite 203-B
Daphne, AL 36526 *

Office: 251-626-1140
Pensacola: 850-858-3000
Toll-free: 888-438-6410
Fax: 251-626-3257

*If you are using a GPS for directions to our office building, please make sure your device is updated and directing you towards the correct location (as shown on this page).

Our office is located directly off of highway 98 (near i10) and is directly next to El Rancho Mexican Restaurant in Daphne, AL.