Monarch Financial
Monarch Financial was purchased by Westrock in 2008 to expand its fixed income platform. Today Monarch is a full service broker dealer offering fixed income, equity and mutual fund products and is a correspondent firm of First Clearing Corporation. Our 30 wealth management advisers work with clients on estate planning, retirement planning and insurance needs.
All client accounts are managed by Monarch and maintained by FCC. This relationship facilitates essential services to clients. All securities, cash, money market balances, delivery and receipt of funds and securities are maintained and the responsibility of FCC. Additionally, FCC extends credit for margin clients and perform the required maintenance on these accounts. Confirmations and monthly or quarterly statements are prepared by FCC.
FCC also provides insurance protection for all securities customers up to their net equity securities balance, including full free cash balance protection. This excess protection does not apply to losses due to a decline in investment values.
Member of SIPC. Securities in your account protected up to $500,000. For details please see http://www.sipc.org .
