Securities America Advisor Haussmann Named One of Barron’s Top 100 Women Financial Advisors
Haussmann, president and owner of Haussmann Financial in Lake Forest, Calif., is one of only 16 advisors to be named to this prestigious list every year since its inception in 2006. She has been an advisor with Securities America since 1991, and holds the designation of Certified Financial PlannerTM (CFP®).
"Securities America is excited to congratulate Trudy for receiving this honor again," said Janine Wertheim, president, Securities America Advisors and senior vice president and chief marketing officer, Securities America. "Having had the pleasure to work with her for more than 20 years, we are pleased to see Trudy recognized for her commitment to excellence and outstanding service."
The prestigious recognition ranks women advisors based on their assets under management, revenues generated and the overall quality of their firm. For the Complete 2015 Barron's Top 100 Women Financial Advisors list, visit Barron's Top 100 Women.
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.
About Securities America
Securities America is one of the nation's largest independent broker-dealers with more than 2,000 independent advisors and $55 billion in client assets.
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Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc., member FINRA/SIPC. Haussmann Financial and Securities America are unaffiliated.