Securities America Lures Three Advisors From WFG Investments

Securities America, a wholly owned broker-dealer subsidiary of Ladenburg Thalmann Financial Services Inc., has lured Ft. Worth, Texas-based advisors Marcos Andujar, Kristopher Beaulieu and Neil Van Zandt of away from WFG Investments, where they managed a combined $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.”

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.

In other recent Securities America news, the company recently attracted John Donovan, president and founder of Longhorn Wealth Management Group, which joined the independent broker-dealer after 12 years with Lincoln Financial Advisors. According to Donovan, he was seeking a solution to three specific areas of concern: “a stronger technology platform, robust support in independent product research analysis, and an opportunity for establishing continuity planning for myself and my clients.”