Financial advisor Gregory O’Donnell of O’Donnell Financial Group in
Larkspur, Calif., 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).
O’Donnell Financial Group, which has $1.425 million in annual revenue
and $137 million in client assets, began as a real estate and mortgage
broker in 1987, before evolving naturally into the securities and
insurance fields. A believer in the strength of quality marketing,
O’Donnell Financial Group began advertising on the radio in 1999,
eventually launching their own radio show, Money Matters, in 2002. The
radio show is a key driver of the firm’s identity and runs two-hours,
live, every Saturday at noon in the San Francisco Bay area.
“It was important to partner with an experienced leader in the
broker-dealer world to provide us the support and product offerings we
require to continue to grow and expand our business,” O’Donnell said.
“As a leading broker-dealer in the industry, Securities America is a
known entity that I can trust to support my endeavors.”
In just the first few weeks since joining Securities America, O’Donnell
said he has been impressed by the support he has received and pleased to
learn about new products and services available to help aid the growth
of his practice.
“We employ a holistic planning method that recognizes people need more
than just investment advice,” O’Donnell said. “We can help our clients
with insurance, trusts, mortgages, college financing and, of course,
investments and retirement planning. And we are willing to discuss
financial questions and solutions without regard to account size.”
“With such a strong footprint in the San Francisco area, and a broad
reach with their unique radio show, we are excited to welcome Greg
O’Donnell and his practice to the Securities America family,” said Gregg
Johnson, senior vice president of branch office development and
acquisitions. “We look forward to the opportunity to help Greg and his
group with their recruiting efforts by providing our extensive
technology, practice management and business growth resources.”
With seven advisors in multiple offices, O’Donnell Financial Group
serves the entire San Francisco Bay area and the outlying
region. O’Donnell holds the Series 6, 7, 63 and 65 securities licenses
and variable life and annuities licenses, CA Insurance License #0B87978.
For more information about O’Donnell
Financial Group, or the wide range of financial products and
services O’Donnell offers, call (866) 496-2300.
About Securities America
Headquartered in La Vista,
Neb., Securities America Inc. is a national top 10 independent
broker-dealer (as ranked by Financial Planning magazine). For more than
25 years, Securities America’s mission has been to foster the success of
financial professionals so they can provide quality, objective counsel
and services to their clients. Advisors benefit from the firm’s
industry-leading programs in practice management, advisory services and
retirement income distribution, supported by state-of-the-art
technology. Founded in 1993, Securities America Advisors Inc. is an
SEC-Registered Investment Advisory firm that offers investment
management, financial advice and financial planning through a national
network of independent financial advisors. Securities America Financial
Corp. is a wholly owned subsidiary of Ladenburg Thalmann Financial
Services Inc. (NYSE MKT: LTS). Securities America received the inaugural
Thought Leadership Award from the Retirement
Income Industry Association in March 2011 and the inaugural Bank
Insurance & Securities Association (BISA) Technology Innovation
Award in March 2013. Additional information is available at www.securitiesamerica.com.
Advisory services offered through Securities America Advisors, Inc., an
SEC Registered Investment Advisory Firm. Securities offered through
Securities America, Inc., member FINRA/SIPC.
Mortgage Services are
provided through Pacific Mortgage Consultants, Inc., licensed by the
California Department of Real Estate #01378482, NMLS #2131. Gregory C.
O'Donnell licensed by the California Department of Real Estate
#00971579, NMLS #298004.
O'Donnell Financial Group, Pacific
Mortgage Consultants, Inc., and Securities America are unaffiliated.
Copyright Business Wire 2013