Impartial dealer/seller Securities America has added a St. Louis-based group with $459 million in consumer belongings to Arbor Level Advisors, the agency’s second multicustodial, company registered funding advisor.
Syntegra Personal Wealth Group, which has three places of work within the St. Louis space, joins from Ameriprise Monetary.
Syntegra consists of six hybrid advisors and is lead by CEO Thomas A. Burke. The agency makes a speciality of funding administration, life insurance coverage, tax, retirement and property planning.
Arbor Level, shaped by way of a three way partnership between Securities America and NorthStar Monetary Providers Group, is an RIA platform that enables advisors to make use of a number of custodians whereas retaining their commission-based enterprise. The agency serves hybrid advisors who need to personal and function their very own privately branded agency, however don’t need the operations and compliance burdens.
Securities America is the most important IBD subsidiary of Ladenburg Thalmann.
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