Securities America Advisor Haussmann Named to Barron’s Top 100 Women Financial Advisors List
June 21 2016 - 8:00AM
Business Wire
Securities America, Inc., an independent broker-dealer and a
wholly owned subsidiary of Ladenburg Thalmann Financial Services
Inc. (NYSE MKT: LTS), congratulates Trudy Haussmann on being named
to Barron’s Top 100 Women Financial Advisors for 2016.
Haussmann, of Lake Forest, Calif., is the president and owner of
Haussmann Financial. She has been an advisor with Securities
America since 1991 and is a registered principal and a CERTIFIED
FINANCIAL PLANNERTM professional.
Barron’s Top 100 ranks women advisors based on their assets
under management, revenues generated and the overall quality of
their firm. Haussmann has been named to the prestigious list since
2006.
“It is an amazing accomplishment to be named to this list for 11
straight years,” said Janine Wertheim, Securities America senior
vice president and chief marketing officer. “All of us at
Securities America are proud of Trudy and congratulate her for her
continued success.”
For the complete 2016 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
responsible for $58 billion in client assets.
Advisory services offered through Haussmann Financial, an SEC
Registered Investment Advisory Firm. Securities offered through
Securities America, Inc., member FINRA/SIPC. Haussmann Financial
and Securities America are separate, unaffiliated entities.
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version on businesswire.com: http://www.businesswire.com/news/home/20160621005271/en/
Securities AmericaNatalie Hadley402-399-9111 ext.
4606800-747-6111 ext. 4606nhadley@saionline.com
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