Securities America Advisors - Transition Support
Our goal at Securities America is to be the industry leader at bringing on board other broker/dealers and large branch offices.
With the highly successful integration of advisors from several large regional independent broker/dealers under our belt, we're leveraging the technology and processes we've developed to attract other broker/dealers and large branch offices.
We've used our acquisition experience to refine systems and create repeatable processes to use with other firms. The result is our newly developed "Super Branch" transition process that's designed to minimize work for incoming advisors, help them to implement rapid productivity improvements, and make the transition as seamless as possible for their clients.
Securities America offers a clear advantage in operational economies of scale, automated systems for monitoring and managing regulatory issues, advanced technology for all phases of advisors' businesses and proven business development resources. Prospective broker/dealers and large branch offices can now choose to take advantage of these and other industry-leading resources, helping their businesses thrive even in the toughest of regulatory and economic conditions – and do so with as little change as possible to their day-to-day business.
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