Advisor Group

Advisor Group is headquartered in Phoneix, Arizona and is one of the largest networks of independent broker-dealers in the United States with over 6,000 registered representatives who also hold the title of investment advisors. SagePoint Financial, Royal Alliance, FSC Securities Corporation and Woodbury Financial Serices make the broker-deals of Advisor Group. Advisor Group oversees over $450 billion in client assets. This occurred in part to the early 2020 acquisition deal of Ladenburg Thalmann for $1.3 billion. The firm is mission-driven to support the strategic role that financial professionals can play in the lives of their clients. Revenue for AdvisorGroup generates $651.56 in sales. Wealthmanagement.com recognized Advisor Group for several initiatives in 2020 through their Wealthies program, including Women Forward, CyberGuard, UMA Platform, and MyCMO Platform. To learn more about the Wealth Awards and these initatives, click here: https://wealthiescircle.com/member/advisor-group/ Competitors to Advisor Group, Inc include Cetera Financial Group , Inc., AssetMark Inc., Independent Financial Partners, ProEquities , Inc.

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Financial Focus Chooses Securities America over Joining LPL

Nov 16, 2017

The all-woman advisor group based in California oversees almost $450 million.

Securities America Picks Up Second OSJ from LPL in as Many Weeks

Nov 06, 2017

Elite Financial Network, a super OSJ with $744 million in client assets, is coming over from National Planning Corporation.

Independent Financial Group Adds 10 Teams in NPH Fallout

Nov 02, 2017

The San Diego-based broker/dealer has recruited 10 offices with $2 billion in client assets from National Planning Corporation.

The Biggest Threats to IBDs

Oct 25, 2017

Three top executives of leading IBD firms on fixing the fiduciary rule, how the demographic tides are working against them and why they should be more scared of Amazon and Google than each other.

Advisor Group Launches New Efforts Aimed at Three Advisor Pain Points

Oct 25, 2017

At its annual conference, the network of independent broker/dealers launched new tech platforms to help with marketing and succession planning, as well as a new information council to address planning for client longevity.

Securities America Recruits $1.35 Billion OSJ from LPL

Oct 20, 2017

In addition, at least two other firms affiliated with LPL's recently acquired National Planning Holdings this week have left for other independent brokers/dealers.

Investing in Politics

Oct 18, 2017

EventShares launches political party ETFs, Feucht Financial joins Woodbury Financial Services and Allied World launches insurance Vault.

What Is a Successful Marketing Program?

Sep 21, 2017

Megan Carpenter, CEO and co-founder of FiComm Partners, and a moderator at the upcoming WealthManagement.com Executive Forum in New York City, discusses how marketing for advisors has changed and what a good marketing strategy looks like.

Cetera Hires Former Petco, Aflac CMO

Sep 19, 2017

Cetera picks Michael Zuna after a yearlong search. “I think he can really help us move the needle here, ” Cetera President Adam Antoniades says.

FSC Securities Names New CEO

Sep 13, 2017

The firm continues its pivot away from its AIG past, appointing Derek Burke as its new president and CEO.

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