November 25, 2019 | Announcements
Securities America welcomes Revival Wealth, a woman-led advisory practice founded by Monica “Mo” Daniels. Based in Charlotte, North Carolina, Revival Wealth specializes in serving the needs of active and retired military members.
Daniels holds degrees in nuclear physics, computer engineering, business administration, and finance.Read More
Advisor Group and Ladenburg Thalmann Announce Merger to Create A Wealth Management Industry Leader with Nearly 11,500 Financial Advisors and Over $450 Billion In Client Assets
November 25, 2019 | Press Releases
PHOENIX, Nov. 11, 2019 /PRNewswire/ -- Advisor Group, one of the nation's largest networks of independent wealth management firms, and Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTS PrA, LTSL, LTSF, LTSK, LTSH) ("Ladenburg"), a publicly-traded diversified financial services company, today announced that both companies have entered into a definitive merger agreement to join the two companies.
Under the terms of the transaction, Ladenburg has agreed to be acquired by Advisor Group...Read More
November 21, 2019 | Announcements
Securities America welcomes Richard Mullaney of Queenstown, Maryland. Mullaney is joining Securities America Super OSJ, Branch Development Partners, Leesburg, Virginia.
“We’re excited to have Richard as part of our team,” said Registered Principal and Founder of Branch Development Partners Tom Kestler...Read More
November 13, 2019 | Announcements
Securities America welcomes Michael “Keith” Napier of Wichita, Kansas. Keith has been serving clients since 2004 and has joined Securities America through Cordell Wealth Management, which also has offices in Hays and Topeka, Kansas...Read More
November 12, 2019 | Announcements
WealthManagement.com has named Wall Street Alliance Group, Manhattan, New York, to its 2019 Thrive List, honoring the nation's fastest-growing advisors. The average revenue growth of Thrive Advisors is three times that of the overall industry.
Led by senior partners Syed Nishat and Aadil Zaman, the management firm serves high net worth clients and is on a mission to empower first-generation immigrants achieve financial well-being. Wall Street Alliance has a team of advisors with expertise in areas such as tax and estate planning, asset protection, portfolio management, 401(k) plans, defined benefit plans, special needs planning, physician financial planning and trust services.Read More
October 30, 2019 | Announcements
Securities America welcomes Kelly Hill, Fargo, North Dakota. Kelly represents $47 million in total client assets and is affiliating with Securities America through Branch Development Partners, based in Leesburg, Virginia. We’re excited to help Kelly grow and perfect her business!Read More
October 29, 2019 | Media Mentions
Although most IBDs did quite well last year, Securities America, near the top at #3, is one of only two of the 10 fastest-growing IBDs also listed on Financial Planning magazine's 10 largest...Read More
October 28, 2019 | Announcements
Securities America welcomes California-based advisor Amy Nuttall Zwaan CRPC®, Fresno, California. Amy has worked as a wealth advisor since 2004, serving a wide range of individuals, families and business owners with a wide variety of financial goals and investment needs.Read More
October 21, 2019 | Announcements
Securities America welcomes Anthony “Tony” Zapico, CFP®, of Freedom Advisors, Inc. in Riverside, California. Tony has worked in the financial services industries since 1991 and opened his own office as an independent advisor in 1996.Read More