Chris Clemens
Haven Tower Group, LLC
424.317.4850
cclemens@haventower.com
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Securities America Recruits Three Groups with Approximately $245 Million in Total Client Assets
May 23, 2019 | Press Releases
Securities America has recruited Miller & Hurt Wealth Advisors, Hill & Associates, and Duprez Financial. The three advisory practices bring approximately $245 million in client assets.
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Securities America Recruits Meliora Wealth Management and Allied Financial Partners
April 23, 2019 | Press Releases
Securities America has recruited a group of six advisors with over $200 million in total client assets. The Rochester, New York-based group, which includes Meliora Wealth Management and Allied Financial Partners, is affiliating with Securities America through Evolution Financial Advisors, a Victor, N.Y.-based Super-OSJ with total client assets of more than $2.6 billion.
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Securities America Recruits Syntegra Private Wealth Group
March 21, 2019 | Press Releases
Securities America recruits Syntegra Private Wealth Group, a St. Louis-area group of hybrid advisors with $459 million in total client assets.
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Securities America Recruits the Lanzetta Group
March 12, 2019 | Press Releases
Securities America recruits the Lanzetta Group, a Philadelphia Metro-based super-OSJ with 11 advisors and $175 million in total client assets.
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Many Small IBDs Are Struggling; Is It Time to Become an OSJ?
January 18, 2019 | Press Releases
In the current environment, this could be the right move for b/d executives seeking to restore growth, strengthen advisor productivity, and deal more efficiently with regulatory and operating responsibilities, says Jim Nagengast of Securities America.
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Securities America Recruits Betcher Financial Group
November 08, 2018 | Press Releases
Securities America welcomes Betcher Financial Group, a network of nine advisors with approximately $250 million in client assets.
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Securities America Recruits Advisory Duo with $151 Million in Client Assets
October 18, 2018 | Press Releases
David Vinciguerra and Giovanni Vitale join largest Ladenburg subsidiary through Securities America-Affiliated Super-OSJ Evolution Financial Advisors
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Financial advisory firm Patriot Financial Group with $650M in assets joins Securities America
August 30, 2018 | Press Releases
The firm covers its home state, plus Rhode Island and Connecticut, with a focus on wealth management, retirement planning and insurance.
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Securities America Announces Election of CEO Jim Nagengast to FINRA Board of Governors
June 29, 2018 | Press Releases
CEO of Ladenburg Thalmann’s largest subsidiary champions increased access for Main Street investors to professional financial advice.
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Securities America Welcomes Futurity First Insurance Group to Its Platform
June 28, 2018 | Press Releases
Independent, nationwide insurance distribution organization serving the needs of seniors, pre-retirees, families and businesses brings $222 million in client assets.
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