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 America
Securities
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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