Services

Overview - Brokerage & Advisory

Ladenburg Thalmann’s Independent Brokerage
& Advisory Services subsidiaries provide support
services to our growing network of independent
advisors throughout the United States. These
advisors are experienced professionals affiliated
with one of Ladenburg Thalmann’s wholly owned
broker-dealers or investment advisory firms. Our
primary goal is to help these affiliates build their
businesses in a successful and sustainable manner.
Serving the diverse financial needs of individuals,
families and corporations is what we do best.
Our advisors and financial planners believe in the
importance of building long-term client relationships
where open communication is paramount. We are
committed to providing sound advice, appropriate
solutions and the highest level of customer service.
In today’s fast paced world, investors need the
support of experienced investment professionals
who have access to knowledgeable specialists
and a broad range of resources. Our financial
advisors are able to leverage Ladenburg’s expertise
in research, technology, and access to best-inclass
investment solutions, while maintaining their
focus on each client’s financial objectives.
Our core services include:
Wealth Management
Retirement Services
Advisory and Fee-Based Services
Financial and Estate Planning Services
Securities Brokerage and Management
Insurance Solutions
Initial Public Offerings
Research-Based Recommendations
Alternative Investments
The Value of Financial Planning
We employ a needs-based approach to help clients grow and preserve their assets by offering purposeful
investment strategies, innovative solutions and thoughtful guidance. Our independent financial professionals
address each of their client’s specific needs by taking into account their complete financial picture. We cover
all areas of financial planning for individual investors, such as college savings, estate planning and generational
transfers, business succession, retirement plans, and tax planning. To do so, our financial professionals
evaluate each client’s investment needs to help them set their goals and implement a financial plan that puts
them on a path toward stability and success. The safety and security of clients’ assets remain our priority.

Ladenburg Thalmann’s Independent Brokerage& Advisory Services subsidiaries provide support services to our growing network of independent advisors throughout the United States. These advisors are experienced professionals affiliated with one of Ladenburg Thalmann’s wholly owned broker-dealers or investment advisory firms. Our primary goal is to help these affiliates build their businesses in a successful and sustainable manner.

Serving the diverse financial needs of individuals,families and corporations is what we do best. Our advisors and financial planners believe in the importance of building long-term client relationships where open communication is paramount. We are committed to providing sound advice, appropriate solutions and the highest level of customer service.In today’s fast paced world, investors need the support of experienced investment professionals who have access to knowledgeable specialists and a broad range of resources. Our financial advisors are able to leverage Ladenburg’s expertise in research, technology, and access to best-in class investment solutions, while maintaining their focus on each client’s financial objectives.

Our core services include:

  • Wealth Management
  • Retirement Services
  • Advisory and Fee-Based Services
  • Financial and Estate Planning Services
  • Securities Brokerage and Management
  • Insurance Solutions
  • Initial Public Offerings
  • Research-Based Recommendations
  • Alternative Investments

The Value of Financial Planning

We employ a needs-based approach to help clients grow and preserve their assets by offering purposeful investment strategies, innovative solutions and thoughtful guidance. Our independent financial professionals address each of their client’s specific needs by taking into account their complete financial picture. We coverall areas of financial planning for individual investors, such as college savings, estate planning and generational transfers, business succession, retirement plans, and tax planning. To do so, our financial professionals evaluate each client’s investment needs to help them set their goals and implement a financial plan that puts them on a path toward stability and success. The safety and security of clients’ assets remain our priority.