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Our Commissions and Accounting representatives are dedicated to ensuring you have a clear understanding of the commissions structures.  Additionally, they are committed to ensuring your commission reports are accurate, allowing you to focus your time with your clients.

Commission Reportings

Our Commissions and Accounting representatives will work with designated individuals on your team to learn about your specific reporting needs and develop customized reports to meet these needs.   Utilizing enhanced tools and resources, our team is able to support you in the following areas that include, but are not limited to:

  • Monthly payroll files 

  • Commission adjustments

  • Commission reconciliations

  • Structure and set-up changes

  • Commission structure support

  • Understanding your commissions statements

Commissions & Accounting 

Laura Keady

Partner & Controller

Direct (704) 816-8014

Fax (704) 816-8200

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Brad Nelson

Sr. Commissions Analyst

Direct (704) 816-8017

Fax (704) 816-8200

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Donna Coggins

Compensation & Benefits Accountant II

Direct (704) 816-8026

Fax (704) 816-8200

Check the background of investment professionals associated with this site on FINRA's BrokerCheck: