Securities America Welcomes Browning, Bacon-Proctor
Financial advisors Matt Browning and Monica Bacon-Proctor have become registered representatives with Securities America, Inc. Both of them said in their introductory interviews that they were pretty impressed with the quality of service that Securities America’s support team provides. Browning & Bacon-Proctor bring in immense experience to the Securities America’s network of advisors, along with a substantial amount of client assets under management.
La Vista, NE, July 20, 2012 --(PR.com)-- Financial advisors Matt Browning and Monica Bacon-Proctor have become registered representatives with Securities America, Inc., an independent broker-dealer located in La Vista, Neb.
Browning joined the financial services industry in 2006 with Edward Jones. After searching for more freedom and independence, he made his transition to Securities America.
“The recruiters and employees at Securities America were the most helpful of any broker-dealer,” Browning said of his search of independent firms. “Their response times and interest in my business were very important factors for me. I look forward to the freedom of running my own business and the wide array of quality products and platforms Securities America has to offer.”
Browning has $270,000 in annual revenue, and he holds the Series 7 and 66 licenses and variable life insurance licenses. His business, MB Financial, is located in Jonesboro, Ark.
Bacon-Proctor’s first 18 years in the industry were spent providing comprehensive financial planning services for individual clients. From 2001 to 2004, she worked on the corporate side of the financial services industry before returning to her practice of working with individuals. Now marking her 30th year in the financial services industry, Bacon-Proctor is joining Securities America advisor Garrett Morgan at Fountainhead Wealth Inc., in Sacramento, Calif.
“Securities America impressed me because it is a large, well established broker-dealer that seems to have any and all the tools one needs to conduct a successful retirement and investment planning practice,” Bacon-Proctor said. “Garrett’s team at Fountainhead offers numerous opportunities to continuing learning new practices, exchange ideas and stay on the forefront of innovative industry strategies and products.”
Bacon-Proctor has more than $450,000 in annual revenue and $22 million in assets under management. A Certified Financial Planner™, she holds the Series 7, 24 and 66 licenses and life, health and variable annuity insurance licenses.
About Securities America
Headquartered in La Vista, Neb., Securities America Inc. is the nation’s eighth largest independent broker-dealer (as ranked by Financial Planning magazine, June 2012, based on 2011 total revenue). For more than 25 years, Securities America’s mission has been to foster the success of financial professionals so they can provide quality, objective counsel and services to their clients. Advisors benefit from the firm’s industry-leading programs in practice management, advisory services and retirement income distribution, supported by state-of-the-art technology. Founded in 1993, Securities America Advisors Inc. is an SEC-Registered Investment Advisory firm that offers investment management, financial advice and financial planning through a national network of independent financial advisors. Securities America Financial Corp. is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS). Securities America received the inaugural Thought Leadership Award from the Retirement Income Industry Association in March 2011. Additional information is available at www.securitiesamerica.com.
Source: Securities America
Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc., member FINRA/SIPC.
SAI#527498
Browning joined the financial services industry in 2006 with Edward Jones. After searching for more freedom and independence, he made his transition to Securities America.
“The recruiters and employees at Securities America were the most helpful of any broker-dealer,” Browning said of his search of independent firms. “Their response times and interest in my business were very important factors for me. I look forward to the freedom of running my own business and the wide array of quality products and platforms Securities America has to offer.”
Browning has $270,000 in annual revenue, and he holds the Series 7 and 66 licenses and variable life insurance licenses. His business, MB Financial, is located in Jonesboro, Ark.
Bacon-Proctor’s first 18 years in the industry were spent providing comprehensive financial planning services for individual clients. From 2001 to 2004, she worked on the corporate side of the financial services industry before returning to her practice of working with individuals. Now marking her 30th year in the financial services industry, Bacon-Proctor is joining Securities America advisor Garrett Morgan at Fountainhead Wealth Inc., in Sacramento, Calif.
“Securities America impressed me because it is a large, well established broker-dealer that seems to have any and all the tools one needs to conduct a successful retirement and investment planning practice,” Bacon-Proctor said. “Garrett’s team at Fountainhead offers numerous opportunities to continuing learning new practices, exchange ideas and stay on the forefront of innovative industry strategies and products.”
Bacon-Proctor has more than $450,000 in annual revenue and $22 million in assets under management. A Certified Financial Planner™, she holds the Series 7, 24 and 66 licenses and life, health and variable annuity insurance licenses.
About Securities America
Headquartered in La Vista, Neb., Securities America Inc. is the nation’s eighth largest independent broker-dealer (as ranked by Financial Planning magazine, June 2012, based on 2011 total revenue). For more than 25 years, Securities America’s mission has been to foster the success of financial professionals so they can provide quality, objective counsel and services to their clients. Advisors benefit from the firm’s industry-leading programs in practice management, advisory services and retirement income distribution, supported by state-of-the-art technology. Founded in 1993, Securities America Advisors Inc. is an SEC-Registered Investment Advisory firm that offers investment management, financial advice and financial planning through a national network of independent financial advisors. Securities America Financial Corp. is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS). Securities America received the inaugural Thought Leadership Award from the Retirement Income Industry Association in March 2011. Additional information is available at www.securitiesamerica.com.
Source: Securities America
Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc., member FINRA/SIPC.
SAI#527498
Contact
Securities America
Natalie Hadley
800-747-6111 x4606
http://www.securitiesamerica.com
Natalie Hadley
800-747-6111 x4606
http://www.securitiesamerica.com
Contact
Categories