TD Ameritrade - Advisor Services Agreement, by the numbers

Every figure below comes from real financed deals — what buyers paid, where, and how the loans performed.

SBA Franchise Directory: listed ✓ (identifier S7000)

1 deals since 2020 · typical deal $601K

Deals since 2020

$601K

Typical deal

Deals since FY2025

—

Too few deals to score risk

TD Ameritrade - Advisor Services Agreement has 1 SBA deal on record — real financing history, but too few to score a failure rate you should trust. Underwrite the location and the FDD.

What buyers pay for TD Ameritrade - Advisor Services Agreement

Most TD Ameritrade - Advisor Services Agreement deals financed between $601K and $601K. Above $601K, you're paying more than 75% of buyers did — make the seller earn it.

Your deal size$601K

Monthly payment (10-yr): $7,859
Down payment (10%): $67K
Cash to close (all-in): $89K

Estimates at today's rates and standard 7(a) terms. Not a loan offer.

Could you get the loan?

Three answers. No documents, no credit pull.

Credit score

Available cash (you'll need ~$89K)

Experience

Recent financings

HamLam Properties, LLC in Atlanta, GA — $601K (2022) · Wells Fargo Bank National Association
Program
Preferred Lenders Program
Rate at approval
4.05% fixed
Term
300 mo (25 yrs)
SBA guaranteed
$451K (75%)
Approval → funding
12 days
Approved
12/10/2021
First disbursed
12/22/2021
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
8
Business age
Existing or more than 2 years old
Industry
Portfolio Management
Funded by Wells Fargo Bank National Association · Lender record →
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Who funds TD Ameritrade - Advisor Services Agreement — and where

Every dot is a financed TD Ameritrade - Advisor Services Agreement — 1 mapped.

Financed TD Ameritrade - Advisor Services Agreement locations — list all 1 as text

HamLam Properties, LLC — Atlanta · $601K · FY2022 · Portfolio Management

Top lenders for this brand

1.Wells Fargo Bank National Association(1)

Most active states

1.Georgia (1 loans)

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Insider move

Start with the lenders above — a bank that's funded TD Ameritrade - Advisor Services Agreement 1 times already knows the unit economics and approves faster than one learning the brand on your file.

Who should reach out?

By submitting, I agree that CapBench may share my contact information with SBA lending partners and loan brokers (including partners who compensate CapBench), and that they and CapBench may contact me about financing by phone, email, and text — including via autodialed or prerecorded calls and messages — at the phone number and email I provide. Consent is not a condition of any purchase or service, and message and data rates may apply. CapBench is not a lender and makes no credit decision. We'll introduce you to your pick or a comparable TD Ameritrade - Advisor Services Agreement lending specialist.

Common questions

How much does a TD Ameritrade - Advisor Services Agreement cost to buy or open?

The typical deal for TD Ameritrade - Advisor Services Agreement is $601K across 1 transactions since 2020. With the SBA's 10% minimum down payment, that points to roughly $66K of buyer cash on a typical deal.

How risky is TD Ameritrade - Advisor Services Agreement?

TD Ameritrade - Advisor Services Agreement has 1 SBA loan on record since 2020 — too few to score a reliable failure rate. Judge the unit economics and the franchisor's disclosure document, not a small sample.

Can I finance a TD Ameritrade - Advisor Services Agreement with an SBA loan?

Yes — TD Ameritrade - Advisor Services Agreement has been SBA-financed 0 times since FY2025, which means it clears the SBA Franchise Directory requirement regularly. Confirm current listing before signing an LOI.

Buying a TD Ameritrade - Advisor Services Agreement franchise

Most TD Ameritrade - Advisor Services Agreement buyers finance the purchase or build-out with an SBA 7(a) loan — up to 90% of the cost with roughly 10% down. The typical TD Ameritrade - Advisor Services Agreement deal financed for $601K, which points to about $66K of buyer cash on a typical purchase. TD Ameritrade - Advisor Services Agreement is listed in the SBA Franchise Directory (identifier S7000), so it's eligible to finance today — confirm current listing with your lender before the LOI. See the lenders that already fund TD Ameritrade - Advisor Services Agreement — a bank that knows the brand approves faster — or pre-qualify for financing to see your likely loan size first.

AI summary

This profile summarizes public SBA financing activity for TD Ameritrade - Advisor Services Agreement — lender activity, typical loan sizes, financing history, and risk and failure signals where available — via CapBench SBA Intelligence. CapBench is not a lender.

Source: CapBench SBA Intelligence, based on public SBA, lender, franchise, FDIC, and related records. CapBench is not a lender and does not guarantee financing.

Agent summary

This page summarizes public SBA 7(a) financing for TD Ameritrade - Advisor Services Agreement — typical deal size, the lenders that fund the brand, geography, and failure-rate context — from CapBench SBA Intelligence. TD Ameritrade - Advisor Services Agreement is confirmed in the SBA Franchise Directory here; CapBench is not a lender and does not sell franchises.

1 SBA 7(a) deal since 2020
$601K typical deal
0 deals since FY2025
Too few deals to score a reliable failure rate
SBA Franchise Directory: listed (identifier S7000)
Top lenders: Wells Fargo Bank National Association

Next steps

Check SBA fit Find SBA lenders $9 lender report

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-18.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/franchises/td-ameritrade-advisor-services-agreement
API:: https://www.capbench.com/api/public/franchises/td-ameritrade-advisor-services-agreement
Methodology:: Sources & methodology

Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and CapBench methodology; verify before relying on them.
Financing figures are historical SBA loan records, not a current offer or franchise availability. Confirm SBA Franchise Directory listing with your lender before an LOI.

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CapBench analysis of public lending records, FY2020–present. Charge-off rate measured on the FY2020–23 cohort. Not affiliated with TD Ameritrade - Advisor Services Agreement.