Our team of experienced wholesalers, help sponsors raise capital efficiently while presenting the most professional and compliant image in the marketplace. PTX’s distribution team is comprised of seasoned professionals committed to excellence with deep relationships in the financial advisor community.
- Nationwide wholesaler coverage
- Partnering with advisors on client seminars & appreciation events
- Delivering engaging sales presentations and product positioning
- Providing product education and industry updates
- Increasing market visibility through active participation in firm and industry conferences
- Support in the development of impactful and compliant marketing materials
- Quick and efficient fulfillment of your sales material
- Consistent communication of sales activity and metrics reporting
- Arranging the preparation of necessary 3rd Party Due Diligence reports
- Fulfill required due diligence material requests and visits
- Develop active partnership building plans with selling group members
National Sales Manager
Richey Rogers, EVP
512.705.4110
richeyr@ptxsecurities.com
West
Kerry Peoples, SVP
714.651.9901
kerryp@ptxsecurities.com
Northeast (NE)
Scott Brown
248.302.3459
scottb@ptxsecurities.com
Central
Ron Rodriguez
713.824.4922
ronr@ptxsecurities.com
Southeast (SE)
Mike McDaniel, VP
404.317.9974
mikem@ptxsecurities.com
Internal Wholesaler
CENTRAL & WEST
Brad Cooke
972.473.2230
bradc@ptxsecurities.com
Internal Wholesaler
NORTHEAST & SOUTHEAST
Chris Mohring
972.473.2230
chrism@ptxsecurities.com
Sales Support
PTX Securities, LLC | 6221 Chapel Hill Blvd., Suite 200 | Plano, TX 75093 972.473.2230 | Information@PTXSecurities.com