Our Qualifications

We have been working with individuals, businesses, and registered representatives throughout the United States for several years.

Each of our agents has extensive personal and professional experience.  We are also actively recruiting new agents with the drive and professionalism it takes to be part of our branch, and part of our broker/dealer - Securities America.

Many of the advisors who are members of our branch hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients and our representatives. We believe in helping both clients and advisors assess their goals and participate in the management of assets and relationships.

We feel one of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. We can provide product offerings whose breadth and depth will surprise many, any seasoned veterans of the financial services business.

We’re looking forward to using our expertise to help you pursue your financial and career goals.