Councils and Boards

Securities America values the input and expertise of our most successful financial professionals. To provide a forum where they can openly share ideas with leadership, we invite them to serve on our Advisory Council. Council members represent a mix of business models, geographic regions and backgrounds. They serve a three-year term and meet annually to brainstorm ideas and provide feedback on strategy, tactics and marketing messages.

Branch Manager Advisory Council

Securities America developed the Branch Manager Advisory Council (BMAC) to provide an opportunity for Branch Managers to offer feedback and ideas on how Securities America can support the growth and management of successful branch offices. Likewise, it creates an opportunity for Securities America's executive team to communicate the firm's initiatives and accomplishments to Branch Managers, as well as build personal relationships and create strong strategic partnerships.

The Council meets in person twice a year and acts as a liaison to other OSJ/Branch Managers who have issues and concerns they would like communicated to the Home Office. BMAC members serve a 4-year term and represent a diverse mix of business, geographic region, gender and backgrounds.

Financial Institutions Advisory Council

Securities America developed the Financial Institutions Advisory Council to provide an opportunity for financial professionals to provide insight into current challenges and changes in the financial institution environment. Additionally, they provide feedback on specific product and service needs required to further enhance their relationships with their clients and members. It also creates an opportunity for Securities America’s executive team to communicate the firm’s initiatives and accomplishments while building personal relationships with our financial institution professionals. Council members represent a diverse mix of business, geographic regions and backgrounds.

Sales Assistant Advisory Board

Securities America is privileged to have the valued counsel of some of our most successful financial professionals on our Advisory Council. The Council meets annually to brainstorm to provide feedback to leadership on strategy, tactics and marketing messages. Council members serve a 3-year term and represent a diverse mix of business, geographic region, gender and backgrounds.

Principal Advisory Council

Securities America understands that supervisory staff are pivotal players in the success of a financial practice. We make training, support, recognition and appreciation of OSJs and Principal Support staff an essential part of our strategic initiative. The creation of this Principal Advisory Council provides an opportunity for our principals to offer improvement ideas and feedback on current or proposed processes and initiatives in an effort to provide exceptional service to the entire Securities America family.

NextGen Advisory Council

Representing those financial professionals under the age of 40, the NextGen Advisory Council is a voice for the next generation of financial professionals. Their valued insight provides real time feedback to leadership on strategy, tactics, technology and marketing messages. NexGen Advisory Council members serve a 3-year term and represent a diverse mix of business, geographic region, gender and backgrounds.

Advisory Council

This council meets annually to brainstorm to provide feedback to leadership on strategy, tactics and marketing messages. Council members serve a 3-year term and represent a diverse mix of business, geographic region, gender and backgrounds.

Women Forward Advisory Board

To attract, develop, and nurture women-financial professionals and associates affiliated with our firms through programs that are innovative, educational, and actionable.

Ready for an Extraordinary Partnership?

If you are an existing financial professional interested in joining our firm, please complete the form. All information is confidential.

If you are an existing financial professional interested in joining our firm, please complete the form below. All information is confidential.

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