Financial advisors with Securities America recently surpassed $1 billion of deposits into client brokerage accounts using mobile devices such as a cell phone or tablet.Read More
June 15, 2017 | Press Releases
Barron’s honors Securities America advisor Trudy Haussmann with spot in Top 100 Women Financial Advisors List
Securities America, Inc. congratulates Trudy Haussmann on being named one of Barron’s Top 100 Women Financial Advisors for 2017. This is Haussmann’s 12th continuous year on the prestigious list.
“It’s no surprise that year after year, Trudy Haussmann is named one of the top women advisors in the country,” said Janine Wertheim, Securities America Advisors president and chief marketing officer for Securities America. “Trudy is Securities America’s third highest ranking advisor as of yearend 2016, based on advisory assets under management.”
Haussmann is president and owner of Haussmann Financial, which has been one of Securities America’s top branches since 2004. She joined Securities America in 1991 and is a registered principal and a CERTIFIED FINANCIAL PLANNERTM professional.
The award recognizes more than productivity. Barron’s ranks the advisors not only on the volume of assets overseen by the advisors and their teams and revenues generated for the firms but also the quality of advisors’ practices.
“It’s a reflection on the care Trudy and Haussmann Financial’s advisors give their clients, as well as their dedication to industry best practices,” Wertheim said.
About the Rankings
Barron’s Top Advisors
Barron’s publishes four financial advisor rankings each year: The Top 100, The Top 100 Women, The Top 100 Independents and The Top 1,000, in which advisors are ranked on a state-by-state basis. Advisors are chosen based upon a proprietary methodology consisting of three major components: assets under management, revenue generated for their firms, quality of service and regulatory records. Investment performance is not an explicit factor, because audited performance records are not available. Total assets are all assets overseen by the advisor’s team, including some that are held at other institutions. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. No compensation was received from participating firms or advisors. This ranking is not indicative of the advisor’s future performance.