Broker Check

Our Broker Dealer

Securities America

Securities America is our broker dealer. Their mission is to foster the success and independence of their advisors by delivering extraordinary service, professional development support and user-friendly technology, with the goal of helping advisors provide clients quality advice for life.

The rest is all about you.

All about you means that we offer virtually every investment, insurance and savings choice available. And, all customers are treated with courtesy and respect regardless of investment size. Plus, you can pay for the services you use in a variety of ways:

Consultation Charges Only
Fees Based on Assets Under Management
Whatever makes you comfortable works for us. Because, after all, it is your money and your future. We are your voice for choice. We are available to help guide you – always keeping this thought in mind…It’s All About You

A Professional Team to Help You

We can help you by offering the entire spectrum of professional counseling, from basic financial planning to specialty areas like pre-retirement planning and portfolio management.

Another important part of our job is finding the professionals who can do the best job for you – people with experience, natural abilities and talent. We provide our representatives with support, product knowledge, technical assistance and start-up help. People with these abilities are critical to our success in helping you. And, the right people contribute to the kind of environment fundamental to being the best for you.