Wednesday, November 14, 2007

529 Fund Distribtion

529 Strategiges for Success is a summary of report from Financial Research Corporation Boston in 2004.

You can download it from

http://www.frcnet.com/FreeResearch/FRC/pdf/FRC_Study_529summary_March%202004.pdf

In the report 15 top tier distributors proposed as a sample were mentioned as

• LPL Financial
• Raymond James
• Key Bank (B/D-McDonald)
• Jefferson Pilot
• H&R Block
• Regions Bank (B/D-Morgan Keegan)
• SunTrust Bank (B/D-Alexander Key)
• IFMG Securities Inc.
• Northwestern Mutual
• Piper Jaffray
• PNC Bank
• FSC Securities Corp.
• Minnesota Life
• Citizens Bank
• Washington Square Securities

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