by Mark Schroder | Jan 10, 2023 | Podcast
Check out our latest podcast with Michael Scaplen, Senior Vice President and Relationship Management at Axos Clearing and Douglas Heikkinen at Advisorpedia. In this podcast, Doug and Michael discuss the successful year Axos Clearing has accomplished and the biggest...
by Mark Schroder | Jan 12, 2023 | Podcast
Carlos Legaspy is the Founder and CEO of InSight Securities, a full spectrum international brokerage and money management firm that has been providing investment services to high-net-worth individuals retirement, corporate and trust accounts since 1970. Legaspy is...
by Mark Schroder | Jan 12, 2023 | Podcast
Jeremy Franzleubbers is the Chief Risk Officer at Axos Clearing, a custodian serving firm introducing broker-dealer and registered investment advisors. In today’s episode, Doug and Jeremy break down risk management and how Axos Clearing approaches its measurement...
by Mark Schroder | Jan 12, 2023 | Podcast
Carla Barry is head of Operations at Axos Clearing, a full-service clearing firm focused on the success of introducing broker-dealer and registered investment advisor correspondents. Doug and Carla talked about her coming from outside the financial services industry...
by Mark Schroder | Jan 12, 2023 | Podcast
Michael is the current SVP of Sales and Relationship Management and Gary is the President and Managing Principle of Axos Clearing. The company provides a broad range of services to FINRA members introducing broke- dealers and Registered Investment Advisors (RIAs). In...