Powered by Envestnet
Envestnet, the same firm Securities America uses for its Managed Opportunities program, powers the advisory platforms for many broker-dealers. Dozens of strategists are available on Managed Opportunities, with with hundreds of models. Positions at Pershing or NFS can be moved in-kind from an old account to a new account with Securities America. Positions with other custodians will require new paperwork.
Securities America Advisors has a team of four senior business development consultants and eight dedicated service and support associates. This team has decades of collective experience working with advisors on advisory business growth concepts and specifically the Envestnet/Managed Opportunities platform. As part of the advisor onboarding experience, this team assists with building proposals and models.
For more detailed information, including advisory program pricing, please contact the Securities America regional director for your state.