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Press Release
July 27, 2010
Securities America has named Jim Nagengast as chief executive officer. Nagengast follows Steve McWhorter, who announced his retirement in January after 23 years with the company.
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July 16, 2010
Securities America's commitment to helping branch office managers improve and expand their business is producing results.
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July 2, 2010
Securities America hosted its annual conference June 5-8, 2010, in Huntington Beach, Calif. With more than 1,148 attendees, the conference set a new attendance record.
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June 16, 2010
Lindner Capital Advisors (LCA) announced today that Mary Pitts is associating with the Atlanta-based investment advisory firm as an independent advisor.
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June 7, 2010
Eve J. Kiefer-Lominac, currently a First Vice President at Bayview Asset Management LLC (Bayview), joins local nonprofit board.
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June 3, 2010
Securities America has added Debra Grier as regional director of branch office development for the west coast region, covering the states of California, Nevada, Hawaii, Washington and Oregon.
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June 3, 2010
Securities America was profiled in the May issue of Source Media's Financial Planning magazine, with President Jim Nagengast featured on the cover.
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May 19, 2010
Securities America will host its annual Connect! National conference in Huntington Beach, California, which will kick-off with pre-conference events dedicated to helping advisors accelerate the growth of their fee-based businesses.
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May 17, 2010
Securities America has added Glen McRary as regional director of branch office development for the southwest region.
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May 16, 2010
The best Investment Management Methodology you've never heard about. Learn how to work with normal market, interest rate, and economic cycles instead of stressing over them. Invest smarter, and bring your performance expectations in line with reality.
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May 16, 2010
USAdvisors Network (USAN) and Securities America, Inc. have launched www.fibenchmarking.com, a website devoted to helping banks assess their investment programs.
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May 8, 2010
You might not think it given the cold weather we've had, but around 200* people every single day contract skin cancer - mostly as a result of overexposure to the sun!
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April 30, 2010
Securities America, Inc. has contracted Paul A. Werlin, president of Human Capital Resources Inc., to help the independent broker-dealer expand its presence in the financial institution channel.
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April 14, 2010
In January 2010, Jagen unveiled a proprietary new way for accredited investors to access institutional-level investment opportunities with notable tax and IRA conversion efficiencies.
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April 3, 2010
Advisorpod.com, the online resource for practice management podcasts for financial advisors, made a big splash as an exhibitor at the FPA Business Solutions conference March 1-3 in Dallas, Texas.
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April 2, 2010
Kiawah Golf Investment Seminars trains all levels of investors in the use of the IGVSI Bargain Monitor--- a creation of Senior Investment Instructor Steve Selengut, manager of the proprietary Market Cycle Investment Management portfolios.
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April 1, 2010
Securities America, Inc. reports that demand for its NextPhase retirement income distribution platform has exceeded expectations. To date, there have been 322 requests for proposals, representing approximately $339 million in investable assets.
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March 6, 2010
Securities America has recognized Jaime Bordelon, executive assistant to Bill Mertins of Mertins Wealth Services in Pensacola, Fla., as its Assistant of the Year for 2009. She will be honored at the Securities America National Conference in Huntington Beach, Calif., on June 5-8.
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March 5, 2010
Kiawah Golf Investment Seminars proudly reports the phenomenal performance of the IGVSI--- a creation of Senior Investment Instructor and world-respected author Steven R Selengut. Market Cycle Investment Management portfolios are fueled by the IGVSI.
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February 27, 2010
Securities America reports that nearly 50 percent of their producing advisors are benefitting from the experience and expertise of their colleagues through collaborative study groups and LISTSERV activities.
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