General Info

INVEST Financial Corporation, based in Tampa, Fla., was established in 1982. INVEST has retained its leadership position by providing full-service brokerage and collateral services to help financial institutions, financial advisers and their clients attain their financial goals. It also offers retirement plan solutions to meet the needs of corporations, partnerships and sole proprietors, as well as individual investors. The company is a subsidiary of National Planning Holdings, a broker-dealer holding company. National Planning Holdings is an affiliate of Jackson National Life, one of the largest life insurance companies in the United States. INVEST Financial Corporation employs approximately 130 people.