A community cannot be built on the ideas of one person, instead it requires the knowledge, experience and vision of a team who are willing to lead, share and educate others. Securities America is proud to have one of the highest percentages of women advisors among independent broker-dealers. Here are some of our affiliated advisors who have contributed to this community.
Check the background of this firm on FINRA's BrokerCheck.
Founder and President
Crown Wealth Management
Costa Mesa, CA
Joined Crown Wealth Management in 1994
22 years in the Industry
Minoti H. Rajput
President & Principal Advisor
Secure Planning Strategies
Joined Secure Planning Strategies in 2009
39 years in the Industry
Founder and CEO
Creekside Financial Advisors LLC
Pepper Pike Ohio
Joined Creekside Financial Advisors LLC in 2005
19 years in the Industry
Janice A. Thompson
Strategic Financial Solutions, Inc.
San Diego, CA
Joined Strategic Financial Solutions, Inc. in 2003
20 years in the Industry
Dorion-Gray Retirement Planning, Inc.
Crystal Lake, IL
Joined Dorion-Gray Retirement Planning, Inc. in 1999
31 years in the Industry
Moylan Kropp Retirement Planning
Joined Moylan Kropp Retirement Planning in 1996
32 years in the Industry
Check the background of these investment professionals on FINRA's BrokerCheck.