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Top Wealth Management Exec Leaves Securities America Paul Lofties, who had been with Securities America since 2003, left the firm in December, and plans to join an advisor coaching and consulting firm.
Paul Lofties, senior vice president of wealth management for Securities America and its former parent company Ladenburg Thalmann, left the firm in December of last year. He plans to join a wealth management coaching and consulting firm, which he could not yet name, in a part-time capacity in the next few weeks.
“It’s going to allow me to more directly work with financial advisors and have better control of my time,” Lofties said.
ArizonaUnited-statesAmericaJoseph-kuoMatthew-schlueterScott-seiffertLarry-fisherGregory-cornickPeter-clemsonGregg-johnsonPaul-loftiesFinancial-solutions-groupAdvisor Group Expands Leadership With Appointment Of Larry Fisher As Chief Human Resources Officer And Scott Seiffert As Chief Accounting Officer
New Additions to Senior Management Team Bring Experience from Leading Financial Services Firms, Including TD Ameritrade and Wells Fargo
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PHOENIX, Jan. 20, 2021 /PRNewswire/ Advisor Group, the nation s largest network of independent wealth management firms, today announced the appointments of Larry Fisher, a seasoned human resources leader with nearly three decades of experience across various industries, as Chief Human Resources Officer (CHRO) and Scott Seiffert, a 25-year financial services industry veteran who has held executive-level accounting, finance and audit roles at several prominent companies, as Chief Accounting Officer (CAO), effective immediately.
PhoenixArizonaUnited-statesAmericaLarry-fisherScott-seiffertJoseph-kuo-chris-clemensJon-frojenGreg-cornickJamie-priceEdward-jonesTriad-advisors