News

Advisor Group, Securities America And Arbor Point Advisors Successfully Recruit Gaulden & Associates Wealth Management

December 11, 2020 | Press Releases

Dec. 8, 2020 - Advisor Group, the nation's largest network of independent wealth management firms, and Securities America today announced the successful recruitment to their platform of Gaulden & Associates Wealth Management, a Durham, N.C.-based wealth management group with three financial professionals that collectively oversee $451 million in client assets. Gaulden & Associates is joining Securities America through one of its corporate RIAs, Arbor Point Advisors.

Advisor Group And Securities America Announce Successful Recruitment Of Symmetry Financial Solutions

December 11, 2020 | Press Releases

Dec. 7, 2020 - Advisor Group, the nation's largest network of independent wealth management firms, and Securities America today announced the successful recruitment to their platform of Symmetry Financial Solutions, a practice headquartered in San Antonio with four offices that oversees $192 million in total client assets. Symmetry Financial's nine financial professionals provide financial planning, wealth management and insurance solutions to individuals, families and businesses across Texas.

Advisor Group Commences Virtual National Conference with Launch of Continuity Coverage and Acquisition Financing Program

October 27, 2020 | Press Releases

Oct. 27, 2020 - Advisor Group, the nation's largest network of independent wealth management firms, today announced the launch of its new Continuity Coverage & Acquisitions Program (CCAP) along with significant education and training enhancements within its industry-leading Succession Planning & Acquisitions platform. The offerings were unveiled as part of the kick-off of Advisor Group's groundbreaking national virtual conference for financial professionals, ConnectED Canvas. 

USECU Investment Services joins Advisor Group and Securities America platform

September 18, 2020 | Press Releases

Advisor Group, the nation's largest network of independent wealth management firms, and Securities America today welcomed USE Credit Union (USECU) to the Securities America Financial Institutions platform. With more than $1 billion in assets, USECU serves more than 62,000 California university employees, students and other California residents. It has affiliated with Securities America through Priority Financial Group, a registered investment adviser and OSJ based in Phoenix that specializes in delivering customized programs for financial institutions to enhance their wealth management capabilities and improve operating efficiency.

Securities America is part of Advisor Group, which also includes FSC Securities Corporation, KMS Financial Services, Royal Alliance Associates, SagePoint Financial, Securities Service Network, Triad Advisors and Woodbury Financial Services.

Advisor Group and Securities America Announce Successful Recruitment of Heritage Harbor Financial Associates

July 30, 2020 | Press Releases

Advisor Group, the nation's largest network of independent wealth management firms, and Securities America today announced the successful recruitment of Heritage Harbor Financial Associates, an independent financial advisory business headquartered in Port Jefferson Station, N.Y., with three offices across Long Island that oversee $150 million in total client assets.

Securities America Concludes Successful Third Annual NxG Conference for Next-Gen Financial Professionals

July 09, 2020 | Press Releases

Securities America today announced the successful completion of its third annual NxG Conference, a two-day virtual experience featuring workshops, discussion groups, and networking opportunities aimed at helping top-performing financial professionals in the first 15 years of their careers further develop their skill sets, learn from their peers and build their businesses.

Advisor Group and Securities America Welcome Oregon Community Credit Union Investment Services

July 02, 2020 | Press Releases, Announcements, News

Securities America today welcomed Oregon Community Credit Union (OCCU) to its Financial Institutions platform. The financial institution's Investment Services team includes four licensed financial professionals who offer financial planning and wealth management services to credit union members at each of the institution's 10 Oregon branches and oversee $340 million in client assets. OCCU has affiliated with Securities America through Priority Financial Group (PFG), a hybrid Registered Investment Advisor / Super-OSJ based in Phoenix that specializes in developing competitive, customized programs for financial institutions to grow their wealth management capabilities and improve operating efficiency.

Investacorp, Securities Service Network and KMS Financial Services to Become Part of Securities America

May 12, 2020 | Press Releases, News

Investacorp, Securities Service Network and KMS Financial Services will be integrated into Securities America under an organizational realignment.  Advisor Group is making the drive to accelerate delivery of its industry-leading technology, platforms and growth resources to all financial professionals across its recently expanded organization.