Advisor rejoins BD for top asset management platform access
LA VISTA, Neb.--(BUSINESS WIRE)--
Financial advisor Paul Merz has become a registered representative with
independent broker-dealer Securities America Inc., a wholly owned
subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS).
Merz joined Securities America in 2006 as part of Prospera Wealth
Management. He left the broker-dealer after Prospera was acquired in
2010 by a larger regional group.
“I'm very happy and excited to be back with Securities America,” said
Merz, who started in the industry with Smith Barney 16 years ago.
“Before leaving I was utilizing the Managed Opportunities platform, and
I recently reached a point in my career where I want to offer my clients
what I consider to be one of the best managed money platforms available.
I look forward to offering excellent client service and investment
products to my clients thanks to the best-in-class service and products
available from Securities America.”
Prior to his return to Securities America in January, Merz managed $84
million in client assets that generated more than $780,000 in annual
“We are proud to welcome Paul Merz back to the Securities America
family,” said Gregg Johnson, senior vice president of branch office
development and acquisitions. “Paul is our fifth top advisor to return
to Securities America in the past six months, and the reason we hear
most often from these advisors is their desire to ‘come home.’ Our
culture values relationships, so we keep in touch with our advisors –
current and former – to see how they’re doing and how we can help them.
Advisors appreciate how Securities America continues to grow while
staying true to that relationship culture. We’re seeing a trend with
advisors who left us for whatever reason, find they miss those
relationships and decide they want to be part of that culture again.”
Merz holds Series 7, 63 and 65 securities licenses and variable life and
annuities licenses, and is a Certified Financial Planner®. For more
information about Paul Merz, located in Yakima, Wash., or the wide range
of financial products and services he provides, call (509) 895-7935.
About Securities America
America is one of the nation’s largest independent broker-dealers
with more than 1,700 independent advisors responsible for $50 billion in
Advisory services offered through Securities America Advisors, Inc., an
SEC Registered Investment Advisory Firm. Securities offered through
Securities America, Inc., member FINRA/SIPC.
402-399-9111 ext. 4606
Source: Securities America