$137M O'Donnell Financial Group Joins Securities America
LA VISTA, Neb.--(BUSINESS WIRE)-- 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.
402-399-9111 ext. 4606
800-747-6111 ext. 4606
KEYWORDS: United States North America California Nebraska
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