Debbie Wallen Mentioned
By Tobias Salinger
Securities America nabbed two more practices from National Planning Holdings to bring its total haul from NPH to more than 215 advisors with $8 billion in client assets following the LPL Financial deal.
A major hybrid RIA practice with Securities America also added a sole practitioner from LPL as part of three moves consisting of 20 advisors managing a combined $716 million, the firm announced this week. The suburban Omaha, Nebraska firm constitutes the ninth-largest independent broker-dealer.
Recruiter Debbie Wallen of Diamond Consultants led him through a process that included research of 80 firms, interviews with 50 IBDs and face-to-face meetings with 30 of them, according to Wagner, president of the Wilmington, Delaware-based firm.
