Securities America Adds $565 Million Indie Practice
December 16, 2019 by Alex Padalka
Securities America has added an independent wealth management firm based in Wisconsin to one of its corporate RIA platforms, Securities America says.
Middleton, Wis.-based Goldstein & Associates has joined Arbor Point Advisors, according to a press release from Securities America, a subsidiary of Ladenburg Thalmann Financial Services.
Led by founder and CEO Jon Goldstein, Goldstein & Associates’ six-advisor team oversees $565 million, Securities America says.
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Originally Posted at Financial Advisor IQ on December 13, 2019 by Alex Padalka.
Categories: Industry Articles