Third-Party Non-Proprietary Tools
Redtail Client Management System
Zacks Investment Research
Third-Party In-House Service Vendors
Premier Trust Services
Succession Plan Department
Third Party Money Management and Advisor Directed Fee Platform
Professional Alliance Program (Share Fees with COI's)
"Next Level" Advisor Coaching Program
In-House Business Diagnostic Service
Advisor Study Groups
Various Financial Planning Software Systems (Goal Planning & Income Planning)
Third-Party Money Manager Platform-Mutual Fund & ETF Wrap/SMA/Advisor Self Directed Portfolios
Managed Opportunities® is a turn-key advisory program that enables advisors to designate third party institutional money management of assets in accounts by selecting from a diverse list of money managers functioning as sub-advisors to Securities America Advisors. Additionally, the Advisor Directed option gives advisors the ability to apply their own portfolio management skills through efficient model creation and management. Either way, investment selections can include portfolios of mutual funds, ETFs, or individual stocks and bonds invested across the risk spectrum and asset classes. Managed Opportunities® provides advisors a state-of-the-art wrap platform that gives them a very competitive edge in the financial services marketplace.
Insurance General Agencies
Highland Capital Brokerage
Highland Capital distinguishes themselves by providing insurance and investment providers with point-of-sale support, advanced marketing, and creative estate and business planning techniques. They provide these services in an efficient, client-focused environment that extends to carrier and product expertise, underwriting negotiation, and complete back office processing.
Securities America, Inc. has an affiliated relationship for brokerage assistance with your fixed and fixed index annuity cases and life and long term care clients.
US Advisors Network has consulted and been integral in the development and expansion for several of the nation’s largest broker/dealer organizations entering the financial institution arena.
Ladenburg Thalmann Fixed Income Specialists
LFIX is a full-service fixed income desk dedicated to serving Ladenburg’s network of independent financial advisors. They are committed to rigorous fundamental research, observing fixed income market trends, pricing structures, credit enhancements, while maintaining relationships with other counterparties, which assists in providing the best execution possible for Ladenburg’s independent financial advisors.
Advisors Asset Manament
AAM has a long-term relationship with advisors which gives them a first-hand understanding of their world — helping AAM create innovative investments and services that are relevant and have the potential to meet today’s challenges.
Expanding on their long heritage in fixed income, AAM’s services and investments now cover a range of asset classes by building specialized proprietary capabilities or developing advisory relationships with select third-party institutional managers.