News

Securities America Welcomes Andrew Palomo

July 31, 2019 | Announcements

Securities America is pleased to welcome Andrew Palomo. The Oak Park, Illinois financial advisor brings total client assets of $65 million through Pillar Financial, LLC.

Securities America Welcomes Brett Sabio

July 29, 2019 | Announcements

Securities America is pleased to welcome Brett Sabio. The Point Pleasant, New Jersey financial advisor brings total client assets of $31 million.

Securities America Welcomes Tron Welch

July 25, 2019 | Announcements

Securities America is pleased to welcome Tron Welch, CFP®, principal and founder of Welch Financial Planning, LLC. The Boulder, Colorado financial advisor brings total client assets of $60 million.

Securities America Recruits Pennsylvania-Based Advisory Group with $182 Million in Total Client Assets

July 18, 2019 | Press Releases

Nittany Brokerage Financial to benefit from Ladenburg's largest subsidiary’s stability, strong technology platform and support for both succession planning and practice acquisitions.

Link to the Future, 2019 Seattle National Conference Recap

July 11, 2019 | Media Mentions

Securities America Welcomes Leo Gilroy-Solano

June 26, 2019 | Announcements

Securities America is pleased to welcome Leonard “Leo” Gilroy-Solano. The Grand Blanc, Michigan financial advisor brings total client assets of more than $33 million and is joining Forest Hills Financial, Inc. in Grand Rapids, Michigan.

Securities America Introduces Virtual Assistant Solution to Provide Staffing Support for Affiliated Advisors

June 18, 2019 | Announcements

Securities America has launched a new Virtual Assistant solution that enables participating advisors to augment their staff with Securities America-trained support personnel who perform administrative and clerical tasks on a remote or ‘virtual’ basis. The program, successfully piloted last year, allows advisors to build out their teams and spend more of their time and energy serving clients.

Ladenburg Thalmann Launches Women’s, Next-Gen Diversity Initiatives

June 17, 2019 | Media Mentions

Ladenburg Thalmann introduced a new initiative at the 2019 Seattle National Conference to support women and NextGen advisors. Three Securities America-developed programs form the core of the initiative, including the Super Women’s Summit, Link to the Future, and NxG Connect Study Group.

When Developing A Continuity Plan, It Pays To Sweat The Details

June 12, 2019 | Media Mentions

When it comes to continuity planning, the good news is that more advisors have begun to develop written plans to protect their practices and clients in the event the advisor is unable to manage the business due to a crisis. The not-so-good news is that many of these plans still lack the depth of detail needed to fully protect their firms, employees and clients when the business is unable to operate as usual for any reason.

Securities America Recruits Three Groups with Approximately $245 Million in Total Client Assets

May 23, 2019 | Press Releases

Securities America has recruited Miller & Hurt Wealth Advisors, Hill & Associates, and Duprez Financial. The three advisory practices bring approximately $245 million in client assets.