Securities America Branch Office Picks Up Two Reps with $93 Million in AUM

Nebraska-based Securities America has just added two new Virginian representatives to its ranks.

With a combined total of $93 million in client assets, Roland Martin and Thomas Carlson have joined Investor Securities Group, Inc. (ISG), one of the independent broker-dealer’s largest branches. 

“Roland and Thomas will have access to exceptional branch support from Chris [Christopher Holloway, CEO of ISG] and his team as well as the award-winning technology, practice management and advisor support that Securities America provides,” said Gregg Johnson, Securities America senior vice president of branch office development and acquisitions.

Both Martin and Carlson previously worked at VALIC, a subsidiary of American International Group. Together, the partners bring more than $600,000 in revenue and plenty of experience in client relations to the firm.

“The true winners in this transition are the clients, who benefit from breadth of product line and specialized offerings not previously available to them,” stated president and CEO of ISG Christopher M. Holloway.

Investor Securities Group, Inc. was formed in December 2012 as a result of Investors Securities America Inc. selling its assets to Securities America. Currently the firm serves approximately 130 registered advisors and manages $1 billion in client assets.