Local (804) 591-3850 | Fax (804) 323-1718

About Us

Advent Securities brings revenue diversification to community banks through fee income from a variety of products and services. For an institution's own portfolio, Advent arranges quality and hard-to-get products for the bank’s proprietary investment needs.

Advent's solutions for the independent financial consultant client help differentiate his business to enable him to compete successfully with traditional investment firms. The operative word is client, a word that is vital in a relationship between an independent consultant and his broker dealer in today's marketplace.

UNIQUE IN THE MARKETPLACE

Advent is a registered broker dealer and part of the AIC Group, a financial services holding company. Advent markets a menu of attractive products and services, including those of its affiliated broker dealers and other related entities. The specialized broker dealer provides value and opportunity for community banks, institutional investors, and independent financial consultants.

HOW IS ADVENT UNIQUE?

  • We help community banks compete by maximizing distribution opportunities for increased revenue and diversification.
  • We give institutions attractive investment choices and services, not usually available to institutions under 3 billion in assets
  • We provide independent financial consultants the investment tools, support, and solutions to profitably differentiate their business and succeed.

AFFILIATED COMPANIES

  • Community Bankers Securities, LLC, a full-service broker dealer with extensive product offerings in support of bank networking programs and independent financial consultants.
  • Waterford Investor Services, Inc., a full-service broker dealer serving the independent financial consultant who seeks true independence, yet complete product availability and support.
  • CBS Advisors, LLC, provides registered investment advisory services, including an attractive line of money management services involving both fund-of-funds capability (wrap accounts) and individualized investment money management.
  • CBS Capital Markets, a division of Community Bankers Securities, one of less than twenty SBA approved “poolers” in the country, creating proprietary product through the buying of SBA and other guaranteed loans from originating banks for both individual loan sales and pooled sales (securitization).
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Contact Us

Advent Securities, Inc.
7501 Boulders View Drive
Suite 601
Richmond, VA 23225

Tel: 804-591-3850
Fax: 804-323-1718