Finance 500, Inc.

Financial Services

Irvine, California 1,115 followers

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About us

Founded in 1982, Finance 500 is an independent, registered broker-dealer, headquartered in Irvine California. The firm is a member of the Financial Industry Regulatory Authority (FINRA), and the Securities Investor Protection Corporation (SIPC). The firm is registered with the Securities and Exchange Commission (SEC) and is registered to handle transactions in all 50 states. For over three decades, Finance 500 has proven to be a reliable and trusted partner, providing brokerage and investment services, which assists banking institutions with cost effective deposits, and provides investors with FDIC insured CDs to create a stable investment portfolio.

Website: https://www.finance500.com
External link for Finance 500, Inc.
Industry: Financial Services
Company size: 11-50 employees
Headquarters: Irvine, California
Type: Privately Held
Founded: 1982
Specialties: Fixed Income Investment Services, Brokered CD Funding, and Risk Management

Locations

Primary

584 Wald

Irvine, California 92618, US

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Employees at Finance 500, Inc.

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Updates

Finance 500, Inc.

1,115 followers
4mo
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Very exciting times!

Stifel Institutional

8,838 followers
4mo

Today we announced an agreement to acquire Finance 500, Inc. and CB-Resource, Inc. , which offer market-leading CD underwriting, tech-enabled risk management, and strategic planning for community banks nationwide. Stifel Global Co-Head of Fixed Income Capital Markets Brant McDuffie says “we are always looking for opportunities to enhance our offering and better serve our clients”, adding the deal is about ensuring a scalable and sustainable platform for the future. #fixedincome #cd #underwriting #riskmanagement #strategicplanning #communitybanks

STIFEL TO ACQUIRE FINANCE 500 and CB RESOURCE

globenewswire.com

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Finance 500, Inc.

1,115 followers
4mo
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Like any good ERM program, the Finance 500 Performance Management Group ERM solution will Identify, Measure, Monitor & Control Risk. But as a top down solution we start with policies, charters, & risk appetite. We subscribe to the 5 Non-Negotiables of ERM and the process improves with each cycle as we operationalize ERM in your financial institution. Contact us to learn more.
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Finance 500, Inc.

1,115 followers
5mo
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Join us for February 27th for a presentation by Jeff Rigsby on best practices for implementing a top-down, forward looking enterprise risk management program. #enterpriseriskmanagement

Webinar: ERM Implementation: A Primer to a 5-Step Process

us06web.zoom.us

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Finance 500, Inc.

1,115 followers
5mo
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Finance 500, with help from Altis Consulting, has built the F500 Liquidity and Interest Rate Risk Scorecard and published it to our website. It gauges a bank’s exposure to liquidity and interest rate related risks and compares them to their UBPR peer group. Follow the link to search for your bank and learn more.

F500 Liquidity Risk & Interest Rate Risk Scorecard™ - Finance 500, Inc.

https://www.finance500.com

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Finance 500, Inc.

1,115 followers
7mo
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Are you needing to upgrade, improve or implement and ERM program in 2024? Reach out to Robert Finch to learn more about our solution. https://lnkd.in/en5KrqUr
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Finance 500, Inc.

1,115 followers
8mo
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Effectively communicating capital adequacy and capital contingency plans with your colleagues, board members, and regulators is critically important. With newly available 3rd quarter bank data, your team can rely on CB Resource to construct a Capital & Liquidity Plan that communicates your current capital and liquidity condition to your stakeholders. Contact Robert Finch to schedule a demo.

Capital & Liquidity Plan - Finance 500, Inc.

https://www.finance500.com

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Finance 500, Inc.

1,115 followers
9mo
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Great trip to Nashville at the American Bankers Association Annual Convention.
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Finance 500, Inc.

1,115 followers
9mo
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FINANCE 500, INC. UNVEILS UPDATED WEBSITE & LAUNCHES CFO SUPPORT DESK

FINANCE 500, INC. UNVEILS UPDATED WEBSITE & LAUNCHES CFO SUPPORT DESK

prnewswire.com

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Finance 500, Inc.

1,115 followers
9mo
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Thrilled to be attending and sponsoring the American Bankers Association Annual Convention in Nashville today and tomorrow. Come visit Chad Thole & Robert Finch at Booth 723 in The Hub.
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Finance 500, Inc.

Financial Services

Irvine, California 1,115 followers

About us

Locations

Employees at Finance 500, Inc.

David Vasquez

Vice President of CD Underwriting at Finance 500 | President at MV Printing Solutions, Inc.

Jeff Rigsby

President & CEO at CB-Resource, Inc.

Robert Finch

CB Resource, Inc. | Finance 500, Inc. | Financial Institutions | Enterprise Risk Management | Capital Planning | Strategic Planning | Brokerage…

Fred Murrieta

Finance 500, Inc.

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