NPC Is All About You.

NPC is a full-service Independent Broker-Dealer serving Financial Advisors nationwide. We are built on the strength of the powerful personal connections forged between our Advisors and our Home Office Associates. Your business is valued here and we appreciate the opportunity to earn it.

The NPC Story.

National Planning Corporation® (NPC®) is a full-service Broker-Dealer supporting Independent Financial Advisors nationwide.

Founded in 1998, NPC is the largest of the four Broker-Dealers under National Planning Holdings, Inc. (NPH), the nation’s seventh largest Broker-Dealer network.

Since day one, our focus has been to provide Advisors with efficient leading-edge technology, a solutions-based world-class advisory platform, revolutionary practice management support that is customized for unique goals and knowledgeable service from people who care.

Your success is our passion.

NPC's Mission.

Our motivation is serving our greatest asset: the Financial Advisors of NPC. Our passion is serving them proudly while respecting their independence. We thank them everyday for the opportunity to earn their trust.

According to Adri Miller Heckman, "Women have become a massive force and powerful asset in financial services creating a Femolution that is changing the industry for Advisors. Their influence is creating a paradigm shift by demanding more transparency, authenticity, education and trust. Financial Advisors must adapt to the new paradigm focused not on Prospecting, Selling and Closing but Building Relationships, Inspiring and Motivating." Gateway Financial Partners has partnered with Adri to offer coaching to our advisors.

/Adrimillerheckman

Adri Miller Heckman is not affiliated with NPC.

Gateway Financial Partners advisors are invited to work with our business partner Dr. Bridget Cooper - Leadership Training Expert and Executive Coach. "Discover Your Purpose. Ignite Your Passion. It is the role of your coach to guide you to clarify your goals, mobilize your strengths, re-direct your weaknesses, to make your personal and professional life soar. I believe in the greatness of people and know that through visualization, articulating a personal mission statement, and teaming up with a coach to - in part - hold you accountable to your plan, so you can be exactly what you were meant to be. Together, we will uncover your true purpose, set goals to lay the foundation for experiencing that purpose, reinforce the beliefs and take the actions necessary to transform your vision into your reality." - Dr. Bridget Cooper

/Dr-Bridget-Cooper-Cannon

Dr. Bridget Cooper is not affiliated with NPC.

Gateway Financial Partners stays ahead of the technological curve by partnering with various technology partners.

GOTO Meeting

The ability to conduct virtual meeting with your clients, prospects, and centers of influence including sharing of your computer screen for proposals or client review information. Easy to use and more formal than a phone call.

Constant Contact, Constant Contact Event Scheduling Module, Constant Contact Survey System

The ability to keep you in touch with clients, prospects, and centers of influence with email marketing, manage and host events with online event marketing with registration, and conduct online surveys. Our marketing team will manage all the creation and distribution of Constant Contact communications with your clients.

Peter Montoya Marketing Library

Provides a complete library of compliance preapproved marketing pieces for you to use with your clients, prospects and centers of influence.

Morningstar Advisor Workstation

Supports you with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business.

Albridge Solutions

We subscribe as an office to effectively manage workflow for your clients. Albridge provides enterprise wealth management services that deliver an accurate, single view of all of their clients' assets. Albridge consolidates client account data from hundreds of disparate sources — proprietary, banking, brokerage, insurance, retirement, alternatives, trusts, etc. — making it the industries most scalable and reliable enterprise wealth management solution. Albridge enables firms to leverage the speed to market of a proven solution with an open architecture for maximum interoperability with your existing technology. With Albridge, you can focus on your core business, while we focus on delivering accurate data to help you expand and deepen relationships with your clients.

Personal Fund

This Internet based solution enables our advisors the ability to uncover the underlying costs of mutual fund investments.

Money Guide Pro

MoneyGuidePro is the first collaborative internet-based financial planning software that is client centered and supports sophisticated, goal oriented planning processes. We have also had this software custom branded for you.

eMoney Advisor

eMoney 360 Pro provides you in the high net worth market the financial planning web technology to attract top tier prospects, provide comprehensive financial planning services for increased fee revenue, and deliver exceptional service. Data aggregation advanced planning, online document storage, and marketing communication tools. We have also had all of the electronic marketing presentations created and CD’s printed to help you market this service.

Have you ever emailed someone only for your email to become lost in the hundreds your recipient receives a day? Gateway has streamlined the email office submission process so the appropriate team members have access to your submission. You will email respective communications and requests to the New Business, Incoming Correspondence, Outgoing Correspondence, Advertising Review, Licensing, Support or Marketing email boxes. This allows us to accurately file and store all books and records related items. It also ensures that all requests are handled in a timely manner. You do not contact our broker-dealer directly; our team will take care of all communications on your behalf.

Since 1996, Gateway Financial has been ahead of the technological curve with its use of scanning technology.  All business documentation submitted through our office has been scanned and filed for easy, secure access by the Gateway support team. Gateway advisors have the ability to access this technology through our Partner Imaging system. Advisors can view all of their scanned documents in a designated folder located on their computers desktop. This process streamlines record keeping and creates a more efficient flow of information between your office and our OSJ.  

 

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Gateway Financial Partners are not registered broker/dealers and are not affiliated with LPL Financial. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor