Securities America plans to create new opportunity for its advisors with high-net-worth individuals in 2013.
Paul Lofties, who has been promoted to senior vice president of wealth management at Securities America, said that reaching wealthy investors has been a challenge for independent broker-dealers because traditionally, high-net-worth individuals have done more investing with wirehouses but he has a strategy for success.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access