Securities America Welcomes Lear
Lear joined the financial services industry in 1994 at Dean Witter Reynolds and later served as a manager at the Trust Department at First National Bank of Kearney. Lear joins Securities America as senior vice president for Black Oak Investment Counsel in Kearney, Neb.
"I chose Securities America due to its well established presence as an independent broker-dealer, the strong team of advisors in place across the state of Nebraska and throughout the Midwest, and the opportunity to work with Black Oak Investment Counsel's advisors who have established expertise in proactive portfolio management," Lear said. "I look forward to the ability to access a broad range of resources for my clients, supported by an experienced team of securities and investment professionals at Securities America." former senior vice president and trust officer at Platte Valley State Bank & Trust Company, Lear managed the delivery of wealth management services with more than 200 clients, $150 million in assets and more than $670,000 in annual revenue.
"We are excited to announce Bruce Lear's partnership with Securities America and Black Oak Investment Counsel," said Gregg Johnson, senior vice president of branch office development and acquisitions. "We look forward to helping Bruce continue to build his business and provide excellent service to his clients."
Lear holds the Series 7 and 66 securities licenses, and variable life and annuity insurance licenses. For more information about Black Oak Investment Counsel and the wide range of financial products and services Lear provides, call 308-237-2724.
About Securities America
Headquartered in La Vista, Neb., Securities America Inc. is the nation's eighth largest independent broker-dealer (as ranked by Financial Planning magazine, June 2012, based on 2011 total revenue). For more than 25 years, Securities America's mission has been to foster the success of financial professionals so they can provide quality, objective counsel and services to their clients. Advisors benefit from the firm's industry-leading programs in practice management, advisory services and retirement income distribution, supported by state-of-the-art technology. Founded in 1993, Securities America Advisors Inc. is an SEC-Registered Investment Advisory firm that offers investment management, financial advice and financial planning through a national network of independent financial advisors. Securities America Financial Corp. is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS). Securities America received the inaugural Thought Leadership Award from the Retirement Income Industry Association in March 2011. Additional information is available at www.securitiesamerica.com.