Raymond James

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Founded in 1969, Morgan Keegan & Company is a full-service investment banking, securities brokerage, and wealth and asset management company. The company maintains more than 400 offices in over 15 U.S. states. With a work force of nearly 4,500 employees, it serves the financial needs of individual investors and corporate and institutional clients throughout the United States. Headquartered in Memphis, Tenn., Morgan Keegan & Company offers a range of consumer and commercial banking products and services. It provides insurance products, such as annuities, stocks, bonds, and exchange and hedge funds. The company also offers financial, retirement and estate planning services. It is a subsidiary of Regions Financial Corporation, which has approximately $140 billion in assets. Morgan Keegan & Company maintains a presence in Birmingham, Ala.