7223 Engle Road,
The Small Firm Advantage:
Centered between family and community relationships with access to opportunity big firms provide.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our strategic network. We believe it has far reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education and experience.
Securities America is part of Advisor Group, one of the nation’s largest networks of independent financial professionals. Headquartered in Omaha and founded in 1984, Securities America supports approximately 2,600 independent financial professionals with innovative technology and wealth management platforms, practice management and business growth tools and a personalized service culture. The firm’s flexible, multi-custodial approach supports a range of business models including Super OSJs, independent RIAs, RIA-only advisors, hybrid advisors and financial institutions. For more information visit https://www.securitiesamerica.com/.
Orion Portfolio Solutions’ goal is to provide advisors more time to offer better quality service and financial guidance, ultimately helping you realize your investment goals. They are committed to high standards of personal service and investment options. As a national provider of investment, reporting and service solutions, we believe everything we do and offer must benefit advisors and their clients.
For more information please visit https://www.orionportfoliosolutions.com/who-we-serve/investors/
Our independent third-party custodian, Charles Schwab, is responsible for safekeeping your assets. Schwab provides us with custodial, trading, and business consulting services.