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
October 15, 2019 | Announcements
Securities America welcomes Benjamin E. “Ben” Koley, registered principal at Koley Financial. The Elkhorn, Nebraska firm provides personalized, hands-on service to clients and demystifies topics on finance, investing, estate conservation and wealth preservation.Read More
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...Read More
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.Read More
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...Read More
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.Read More
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.Read More
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...Read More