Securities America Advisor Haussmann Named One of Barron’s Top 100 Women Financial Advisors
25 June 2015 - 10:00PM
Business Wire
Securities America, a wholly owned subsidiary of Ladenburg
Thalmann Financial Services Inc. (NYSE MKT: LTS), extends
congratulations to Trudy Haussmann on being named to Barron’s Top
100 Women Financial Advisors for 2015.
Haussmann, president and owner of Haussmann Financial in Lake
Forest, Calif., is one of only 16 advisors to be named to this
prestigious list every year since its inception in 2006. She has
been an advisor with Securities America since 1991, and holds the
designation of Certified Financial PlannerTM (CFP®).
“Securities America is excited to congratulate Trudy for
receiving this honor again,” said Janine Wertheim, president,
Securities America Advisors and senior vice president and chief
marketing officer, Securities America. “Having had the pleasure to
work with her for more than 20 years, we are pleased to see Trudy
recognized for her commitment to excellence and outstanding
service.”
The prestigious recognition ranks women advisors based on their
assets under management, revenues generated and the overall quality
of their firm. For the Complete 2015 Barron’s Top 100 Women
Financial Advisors list, visit Barron’s Top 100 Women.
About the Rankings
Barron's Top Advisors
Barron's publishes four financial advisor rankings each year:
The Top 100, The Top 100 Women, The Top 100 Independents and The
Top 1,000, in which advisors are ranked on a state-by-state basis.
Advisors are chosen based upon a proprietary methodology consisting
of three major components: assets under management, revenue
generated for their firms, quality of service and regulatory
records. Investment performance is not an explicit factor, because
audited performance records are not available. Total assets are all
assets overseen by the advisor’s team, including some that are held
at other institutions. The rankings are based on data provided by
individual advisors and their firms. Advisor data is confirmed via
regulatory databases, cross-checks with securities firms and
conversations with individual advisors. No compensation was
received from participating firms or advisors. This ranking is not
indicative of the advisor’s future performance.
About Securities AmericaSecurities America is one of the
nation’s largest independent broker-dealers with more than 2,000
independent advisors and $55 billion in client assets.
Advisory services offered through Securities
America Advisors, Inc., an SEC Registered Investment Advisory Firm.
Securities offered through Securities America, Inc., member
FINRA/SIPC. Haussmann Financial and Securities America are
unaffiliated.
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version on businesswire.com: http://www.businesswire.com/news/home/20150625005097/en/
Securities AmericaNatalie Hadley402-399-9111 ext.
4606800-747-6111 ext. 4606nhadley@saionline.com
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