Securities America Succession Director Receives Exit Planner Certification
"Securities America has been a leader in assisting advisors with protecting their business with succession and continuity plans, and growing their business through acquisitions," said Kirk Hulett, Securities America executive vice president of strategy and practice management. "We're proud that Roger has supplemented his decades of business management and consulting experience with this certification in exit planning."
The CExP„¢ requires more than 100 hours of live and online initial training course and 30 hours of real-world exit plan creation case work, all of which must be completed within 120 days. After completing all of the course work required for the CExP„¢ designation and receiving approval from the CExP„¢ Board of Standards, BEI Certified Exit Planners are required to complete 30 biennial continuing education hours to maintain their CExP„¢ designation.
Verboon, who joined Securities America in 1996, has assisted the independent broker-dealer's advisors in 89 full and partial acquisition deals totaling more than $2 billion in assets since 2009. He holds a bachelor's in business and management from the University of Maryland and holds Series 7 and 24 licenses. Prior to joining the company's Practice Management Group in 2003, Verboon managed the company's customer service call center. His background includes starting and operating multiple businesses.
About Securities America
Securities America is one of the nation's largest independent broker-dealers with more than 1,800 independent advisors and $50 billion in client assets.
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SOURCE: Securities America
Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc., member FINRA/SIPC.