Securities America Welcomes Legacy Advisor Network
February 28 2017 - 7:00AM
Business Wire
Wisconsin firm has 15 advisors with $150
million in client assets
Securities America, a wholly owned subsidiary of Ladenburg
Thalmann Financial Services Inc. (NYSE MKT: LTS, LTS PrA), is
pleased to welcome Legacy Advisor Network of Fitchburg, Wisc.
The move positions the 104-year-old firm to build on its long
history in the Madison, Wisc., area by benefitting from Securities
America’s advisory services, practice management, technology and
recruiting support, said Legacy Advisor Network CEO and President
David Sorensen.
“Securities America offers stability of ownership and direction
in addition to extensive wealth management resources. That all fed
into the decision,” Sorensen said.
Sorensen and the 15 advisors of the Legacy Advisor Network have
$150 million in client assets.
“We are excited that Legacy Advisor Network has chosen
Securities America for their new partner, and look forward to
building a long-term relationship with Dave and this group,” said
Gregg Johnson, executive vice president of branch office
development and acquisitions. “Our business growth experts are
working with them to help them build on their success with our
innovative technology, practice management and advisory
programs.”
About Securities America
Securities America is one of the nation’s largest independent
broker-dealers with more than 2,000 independent advisors and $60
billion in client assets.
Securities offered through Securities America, Inc., member
FINRA/SIPC. Advisory services offered through Securities America
Advisors, an SEC-registered investment advisory firm. Legacy
Advisor Network and Securities America are separate entities.
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version on businesswire.com: http://www.businesswire.com/news/home/20170228005257/en/
Securities AmericaNatalie Hadley402-399-9111 ext.
4606800-747-6111 ext. 4606nhadley@saionline.com
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