A small Indiana-based broker dealer firm with almost $1 billion in client assets has partnered with Securities America. Dalton Strategic Investment Services will be joining Securities as a super OSJ -- or "super branch" -- of the independent broker-dealer firm.
As a super-OSJ, the firm, which has about 60 advisors in 18 states, will have a greater degree of control over its practices than a standard branch -- letting it maintain its individual culture and oversight over its advisors.
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