Securities America Recruits Team with $200 Million in Client Assets
Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS), has recruited a group of six advisors with more than $200 million in total client assets.
Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS), has recruited a group of six advisors with more than $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.
Meliora Wealth Management and Allied Financial Partners provide investment management, financial planning and holistic retirement planning and were previously affiliated with Cambridge Investment Research.
The group includes three certified financial planners, including 20-year industry veteran David Quick, president of Meliora Wealth Management, who served as OSJ for Allied Financial Partners before joining Evolution Financial.
Evolution Financial is led by president Victoria Bach and vice president Rob Anderson and provides supervisory services and compliance support, as well as business development and professional growth guidance, help with creation and review of marketing and advertising materials, virtual assistance support and product and strategy consultation, among other services.
In other Securities America news, the firm recently launched a compliant process for its affiliated advisors to use Instagram for social media marketing, as reported earlier this week.
Securities America is one of the nation’s largest independent advisory and brokerage firms, with more than 2,600 independent advisors and more than $86 billion in client assets as of December 31, 2018.
