Advisor Group’s Securities America Recruits Advisors from LPL and Mutual of Omaha
Securities America, a wealth management firm within Advisor Group’s network, has recruited three financial professionals with a total of $120 million in client assets.
Securities America, a wealth management firm within Advisor Group’s network, has recruited three financial professionals with a total of $120 million in client assets. The professionals include Daniel Sutton and Chris Paydock of Sunset Wealth Advisors in Roseville, California and Kevin Swan in Raleigh, North Carolina.
According to their BrokerCheck profiles, Sutton and Paydock join Securities America from LPL Financial. They specialize in financial planning, investment advisory services, retirement planning and income distribution planning for retirees, pre-retirement clients and business owners. Sutton and Paydock have 37 and 24 years in the wealth management industry, respectively, and together oversee $89 million in client assets.
Swan, who is becoming an independent financial professional for the first time, previously affiliated with Mutual of Omaha Investor Services for nearly 25 years. He is joining Securities America through Omaha-based producer group Futurity First Insurance Group and oversees $30.8 million in total client assets.
Headquartered in Omaha and founded in 1984, Securities America supports approximately 3,200 independent financial professionals. Advisor Group serves approximately 11,100 financial professionals who oversee more than $450 billion in client assets. The network includes Securities America, FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial, Triad Advisors, and Woodbury Financial Services.
