Alabama-Based Team Managing $100 Million in Client Assets Returns to Securities America
March 26 2015 - 8:00AM
Business Wire
Relationships, Enhanced Business Support
Bring Angst and Bethea Back to Independent Broker-Dealer
Securities America, a wholly owned subsidiary of Ladenburg
Thalmann Financial Services Inc. (NYSE MKT: LTS), welcomed back
advisors Terry Bethea and Larry Angst of Birmingham, Ala.
“We rejoined Securities America to move to a firm where working
relationships were more personal,” said Angst. “Where the staff you
are interacting with know you and your situational needs.”
Bethea and Angst left the broker-dealer in 2011 with their
previous OSJ Branch Manager. Over the next few years, Bethea
remained in contact with Clyde Wyatt III, managing director of
Navigation Financial Services.
“I’ve known Clyde since 1989. That relationship, as well as a
connection with some of the home office employees at Securities
America, coupled with the ease of doing business offered through
this affiliation, were the driving factors in my return," said
Bethea.
Angst and Bethea rejoined Securities America from LPL Financial,
where they managed a combined $100 million in client assets. The
pair formed Angst and Bethea Wealth Management, with Wyatt as their
OSJ Branch Manager.
“Since they had previously been affiliated with Securities
America and have known the Navigation Financial Group for years,
they had a high comfort level in their decision,” said Wyatt. “We
were glad to have them back.”
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. Navigation Financial Services and Securities America
are unaffiliated.
Securities AmericaNatalie Hadley402-399-9111 ext.
4606800-747-6111 ext. 4606nhadley@saionline.com
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