March 05, 2020 | News
The successful women in U.S. financial history profiled here weren’t thinking of making a mark for posterity. They were just doing the best they could. For their family, their community and themselves. But in doing so, they changed history and left their stories behind for inspiration.
Abigail Adams, 1744-1818
Abigail Adams was just looking out for her family.Read More
Securities America has promoted Scott Briganti to first vice president of Branch Office Development.
Briganti is an Omaha native and studied at Omaha Central High School and the University of Nebraska-Omaha. He joined Securities America in September 1999 and recently celebrated 20 years with the firm.
Briganti started with Securities America as a call center specialist with very little knowledge of the broker dealer industry but with a passion to learn the business and provide the best possible service to the firm’s independent advisors and their growing practices.
Briganti moved into Securities America’s recruiting team in 2000 as an associate consultant and was soon fluent with all aspects of the sales and onboarding process for new advisors. In 2006, he was promoted and given his first official state territory of Colorado...Read More
Michael Belluomini has been promoted to first vice president of Branch Office Development. Since joining Securities America in 2005, Belluomini has devoted 15 years to assisting financial professionals. He’s held multiple roles, including associate vice president of Relationship Management & Branch Sales and senior regional director of Securities America’s Southwest Region.
As first vice president, Belluomini will continue his recruiting efforts for the firm. “I take great pride in helping successful financial professionals find a new broker-dealer partner in Securities America,” he said. Over his tenure, he’s recruited a total of $69.6 million GDC.Read More
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!Read More
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.Read More
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 communitiesRead More
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.Read More
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 ChapterRead More
January 24, 2020 | Media Mentions
This is the second year of ThinkAdvisor's Top Women in WealthTech recognition program. Janet Levaux talks with Doreen Griffith, executive vice president and chief information officer of Securities America, and one of only 15 female leaders honored for their work in wealth-management technology and innovation in financial services.Read More