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At Securities America, we focus on helping advisors create a more effective, profitable and satisfying practice by providing exceptional financial counsel, product offerings and service to their clients.
Councils & Boards
Securities America values the input and expertise of our most successful advisors. To provide a forum where they can openly share ideas with leadership, we invite them to serve on our Advisory Council. Council members represent a mix of business models, geographic regions and backgrounds. They serve a three-year term and meet annually to brainstorm ideas and provide feedback on strategy, tactics and marketing messages.
Securities America developed the Branch Manager Advisory Council (BMAC) to provide an opportunity for Branch Managers to offer feedback and ideas on how Securities America can support the growth and management of successful branch offices. Likewise, it creates an opportunity for Securities America's executive team to communicate the firm's initiatives and accomplishments to Branch Managers, as well as build personal relationships and create strong strategic partnerships.
The Council meets in person twice a year and acts as a liaison to other OSJ/Branch Managers who have issues and concerns they would like communicated to the Home Office. BMAC members serve a 4-year term and represent a diverse mix of business, geographic region, gender and backgrounds.
Securities America developed the Financial Institutions Advisory Council to provide an opportunity for financial institution advisors to provide insight into current challenges and changes in the financial institutions environment. Additionally, they provide feedback on specific product and service needs required to further enhance their relationships with their clients and members. It also creates an opportunity for Securities America’s executive team to communicate the firm’s initiatives and accomplishments while building personal relationships with our financial institution advisors. Council members represent a diverse mix of business, geographic regions and backgrounds.
Behind every successful Advisor is a top-notch assistant. Assistants are the backbone of our industry. Where would your office be without the person who takes care of "all the little details?" Securities America believes we can all learn from these experts. That's why we established the Sales Assistant Advisory Board. This provides an opportunity for assistants to offer improvement ideas and initiatives to Securities America from our front line customers.
Securities America is privileged to have the valued counsel of some of our most successful advisors on our Advisory Council. The Council meets annually to brainstorm to provide feedback to leadership on strategy, tactics and marketing messages. Council members serve a 3-year term and represent a diverse mix of business, geographic region, gender and backgrounds.
Securities America understands that supervisory staff are pivotal players in the success of a financial practice. We make training, support, recognition and appreciation of OSJs and Principal Support staff an essential part of our strategic initiative. The creation of this Principal Advisory Council provides an opportunity for our principals to offer improvement ideas and feedback on current or proposed processes and initiatives in an effort to provide exceptional service to the entire Securities America family.
Representing those advisors under the age of 40, the NextGen Advisory Council is a voice for the next generation of advisors. Their valued insight provides real time feedback to leadership on strategy, tactics, technology and marketing messages. NexGen Advisory Council members serve a 3-year term and represent a diverse mix of business, geographic region, gender and backgrounds.
Securities America is dedicated to providing leading technology among Independent Broker/Dealers. The Advisor Council on Technology (ACT) was formed in 2011 to gather forward-thinking Advisors and Assistants together to discuss and offer solutions for technology challenges and opportunities in our industry. The council meets in person once a year at the Connect National Conference, participates in conference calls as needed and is also invited to participate in early discussions regarding new technology initiatives. Each member serves a 3-year term and new members are selected to provide feedback from a diverse mix of business, technology expertise and roles performed.