August 12, 2014 | Press Releases
Securities America Branch Adds Advisors with $93 Million in Combined Client Assets
LA VISTA, Neb. – Aug. 12, 2014 – Roland Martin of Chesapeake, Va., and Thomas Carlson of Newport News, Va., have become registered representatives with 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).
Martin and Carlson have joined Investor Securities Group Inc., a branch of Securities America, from VALIC, a subsidiary of American International Group, where Martin managed $12 million in assets and Carlson managed $81 million.
“It is a significant change to go from a captive environment to independent,” said Christopher M. Holloway, president and CEO of Investor Securities Group, Inc. “The true winners in this transition are the clients, who benefit from breadth of product line and specialized offerings not previously available to them.”
Investor Securities Group moved its client accounts and advisors to Securities America Inc. in 2012, creating a branch servicing individual advisors throughout the United States, with the majority of them east of the Mississippi River.
“As one of our largest branches, we are proud to see the continuous growth at Investor Securities Group,” said Gregg Johnson, Securities America senior vice president of branch office development and acquisitions. “Roland and Thomas will have access to exceptional branch support from Chris and his team, as well as the award-winning technology, practice management and advisor support that Securities America provides.”
About Investor Securities Group
Investor Securities Group supports more than 100 independent financial professionals, responsible for more than $1 billion in client assets.
About Securities America
Securities America is one of the nation’s largest independent broker-dealers with more than 1,800 independent advisors responsible for $50 billion in client assets.
Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc., member FINRA/SIPC. Investor Securities Group, Inc. is not affiliated with Securities America.