News

Securities America Welcomes Mike Thompson

October 10, 2019 | Announcements

Securities America welcomes Michael “Mike” Thompson, personal financial specialist and partner at GTF Financial Advisors. The San Mateo, California-based firm provides comprehensive wealth management and financial planning services...

Securities America Announces that Knight Investments Group Has Joined its Platform

October 08, 2019 | Press Releases

Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTS PrA, LTSL, LTSF, LTSK, LTSH), today announced that it has successfully recruited Knight Investments Group, Inc., an independent wealth management practice in Russellville, Ark. with approximately $160 million in total client assets, to its platform.

What Younger Advisors Need to Know to Succeed in the Acquisitions Market

September 24, 2019 | Media Mentions

Rather than rushing into acquisitions, it pays for younger advisors to be aware of the M&A best practices that can be particularly helpful for under-40 professionals in this industry, many of whom are approaching such transactions for the first or possibly second time.

Here are a few important takeaways from Securities America's 2019 NxG Conference that younger advisors should keep in mind as they prepare themselves to be successful buyers...

Securities America Welcomes Nebraska-Based Producer Group with Five Advisors

September 17, 2019 | Announcements

Securities America welcomes Nebraska-based advisors Dwain Owens, CLU®, ChFC®, and Tyson Owens, Owens Wealth Advisors, Columbus; Bruce Johnson, Valentine; Terry Norris, LUTCF®, Columbus; and Dan Zentner, Cedar Rapids.

Securities America Welcomes Dash Capital Advisors

September 10, 2019 | Announcements

Securities America is pleased to welcome the advisors of Dash Capital Advisors. The Victor, New York, firm is comprised of five financial advisors, including co-owners Nathan Elvers, CLU®, Matthew Piaseczny, ChFC®, RICP®, and Mark Temperato, CLU®, ChFC®, RICP®, and junior partners Adam Ambielli, ChFC®, and Steven Lesko.

Securities America Named Finalist in Thought Leadership in 2019 Industry Awards

September 10, 2019 | Media Mentions

In September 2018, the inaugural Securities America NxG Conference for next-gen advisors – billed as “not-your-parents’ conference” – brought together 30 advisors under age 40. Attendees split into practice management expert-coached teams and developed business plans to grow their practices by five times in three years.

Securities America is dedicated to increasing the number who join, remain and succeed in the financial services industry and its NxG Conference re-envisions practice management for younger advisors by offering an educational, success-driven event designed specifically for an earlier stage in their careers.

The NxG Conference provides a much-needed educational stepping stone for young advisors’ career paths in the financial services industry. Read more on page 89...

3 Guidelines for Adding Longevity Planning Services

August 07, 2019 | Media Mentions

Advisors today are being challenged like never before to differentiate themselves from competitors by offering unique value propositions. With technology evolving, client expectations expanding and product offerings looking more alike across firms, it’s increasingly critical for advisors to capitalize on every opportunity to strengthen and deepen relationships with existing clients while adding capabilities that will appeal to new ones. One such opportunity may be right under advisors’ noses due to significant demographic shifts that are adding years or even decades to clients’ post-career lives — and fundamentally changing the nature of retirement.

IBD Elite 2019: Which Firms Have The Most Reps Who Are Women?

August 06, 2019 | Media Mentions

With 728 female reps, Securities America ranks second in terms of percentage of producing reps who are women.

Securities America Welcomes Nikki Lude

August 01, 2019 | Announcements

Securities America and Arbor Point Advisors is pleased to welcome Nikki Lude. The Woodsfield, Ohio financial advisor brings total client assets of $44 million and is joining Commonwealth Financial Services in Wheeling, West Virginia.

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.