June 17, 2014 | Press Releases
Securities America Advisor Haussmann Named One of Barron’s Top 100 Women Financial Advisors
LA VISTA, Neb. – June 17, 2014 – Securities America, Inc., an independent broker-dealer located in La Vista, Neb., and a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS), congratulates Trudy Haussmann on being named to Barron’s Top 100 Women Financial Advisors for 2014.
The prestigious recognition ranks women advisors based on their assets under management, revenues generated and the overall quality of their firm. Haussmann has been named to Barron’s list since 2006.
“Trudy’s recognition for this award again is a reflection of the high standards she has set for herself and her team to provide clients with a superior level of service,” said Janine Wertheim, senior vice president and chief marketing officer. “We are proud to have had the pleasure to work with her for more than 20 years. Securities America is excited to express our congratulations to Trudy on this honor.”
Haussmann, of Lake Forest, Calif., is the president and owner of Haussmann Financial. She has been an advisor with Securities America since 1991 and is currently a registered principal. Haussmann holds the designation of Certified Financial PlannerTM (CFP®).
For the Complete 2014 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 1,700 independent advisors responsible for $50 billion in client assets.
Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Haussmann Financial, Inc., a California Registered Investment Advisory Firm. The Securities America companies and Haussmann Financial are separate entities.