Securities America Welcomes Texas-Based Advisor Group Managing $120 Million in Client Assets
"After looking at several broker-dealers, we found Securities America offered us the most flexibility and options for technology resources," said Andujar. "The depth of practice management solutions and succession planning support were other contributors that led to our decision."
Andujar and Beaulieu operate as Clarity Financial Group and Van Zandt serves clients under Van Zandt Financial. All three advisors joined Securities America from WFG Investments, where they managed a combined $120 million in client assets.
"The reasons Marcos, Kristopher and Neil selected Securities America highlight the advisor resources and culture we have created," said Gregg Johnson, executive vice president of Branch Office Development and Acquisitions at Securities America. "We look forward to providing them with exceptional service, allowing them to grow their practices and best take care of their clients."
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.
# # #
Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc., member FINRA/SIPC. Clarity Financial Group, Van Zandt Financial and Securities America are separate, unaffiliated entities.