Welcome to Securities America

Securities America Welcomes Daniel Kravitz

February 21, 2020 | Announcements

Securities America welcomes Daniel Kravitz of Temecula, California. Daniel, a 21-year financial industry veteran with a long history of leadership, was looking for a broker-dealer partner that could help him establish a producer group and grow his fee-based business. He oversees more than $23 million in total client assets and holds Series 6, Series 26 and Series 63 securities. He is joined by his wife, officer manager and licensed insurance professional, Linda Nyugen. Securities America is proud to partner with Daniel in growing his business and providing his clients with the best possible service!

Mo Daniel’s Passion for The Military

February 21, 2020 | Digital Content

Revival Wealth's Mo Daniels tells us how she grew a passion for helping military families.

Sam Briganti Promoted to First Vice President - Branch Office Development

February 19, 2020 | Announcements

Sam Briganti has been promoted to First Vice President – Branch Office Development. With more than 22 years of service, Briganti has achieved many things since joining Securities America in 1997. He spent nearly 15 years managing in Operations and Branch Office Development before accepting a position as regional director of recruiting in July 2013.

Briganti said it's Securities America's culture that makes his job so productive – “Securities America has the best recruiting team and leadership support in the industry.” Over the past seven years he’s recruited prospective advisors with more than $50 million in gross dealer concessions direct to Securities America and to key branches in the Western Great Lakes territory of Minnesota, Indiana, Michigan and Wisconsin.

Briganti studied fine arts at the University of Nebraska at Omaha, business management at Metropolitan Community College and holds a series 7 securities industry license.

Advisor Group Announces Completion of Merger with Ladenburg Thalmann Financial Services to Create Industry’s Largest Network of Wealth Management Firms

February 14, 2020 | Press Releases

PHOENIX, Feb. 14, 2020 – Advisor Group, the nation's largest network of independent wealth management firms, today announced the successful completion of its merger agreement with Ladenburg Thalmann Financial Services Inc., a diversified financial services company based in Miami that includes five independent advisory and brokerage firms, including Securities America.

The closing of this transaction augments Advisor Group's industry leadership, with the expanded company encompassing about 11,300 financial advisors and over $450 billion in client assets. Advisor Group is committed to a multi-brand network model that delivers the advantages of industry-leading scale and resources through familiar relationship managers, a unique sense of community and a personalized approach to service, which will further empower advisors to do their best for their clients. 

Jamie Price, CEO and President of Advisor Group, commented, "The closing is a testament to the strength of both companies' management teams, the quality and early engagement of our advisor communities

Securities America Welcomes Ralph “Kirk” Teppe

February 05, 2020 | Announcements

Securities America and Securities America Advisors welcome Ralph “Kirk” Teppe, CFF®! Kirk, owner of Teppe Financial Services in West Chester, Ohio, oversees more than $17 million in total client assets. A 30-year financial industry veteran, he today serves individuals, families, small businesses and retirees.

A Certified Financial Fiduciary, Kirk stresses that his clients’ best interests and their financial futures are his primary concern.

Securities America Welcomes Scott Werdebaugh

February 04, 2020 | Announcements

Securities America welcomes Scott Werdebaugh, founder of Integrity Financial Planning in Morgantown, West Virginia. Scott has more than 20 years’ experience in the financial industry and oversees more than $21 million in total client assets.

Scott is dedicated to developing lifelong relationships with his clients and facilitates the pursuit of their financial goals and dreams. He consults with his clients on retirement and generational wealth planning, estate planning, college savings planning, long term care planning, investing and insurance. Scott also assists business owners in personal planning and company benefit packages. In addition to his Series 7 & 66 licenses, he is a registered advisor for Securities America Advisors and maintains his life & health insurance license.

Scott is a founding member of the Mountaineer Chapter