PHOENIX, July 2, 2020 /PRNewswire/ — Advisor Group, the nation’s largest community of impartial wealth administration companies, and Securities America as we speak welcomed Oregon Neighborhood Credit score Union (OCCU) to the Securities America Monetary Establishments platform. The monetary establishment’s Funding Companies group consists of 4 licensed monetary professionals who supply monetary planning and wealth administration providers to credit score union members at every of the establishment’s 10 Oregon branches and oversee $340 million in shopper belongings. OCCU has affiliated with Securities America via Precedence Monetary Group (PFG), a hybrid Registered Funding Advisor / Tremendous-OSJ based mostly in Phoenix that focuses on creating aggressive, personalized packages for monetary establishments to develop their wealth administration capabilities and enhance working effectivity.
Securities America is a part of Advisor Group, which additionally consists of FSC Securities Company, Royal Alliance Associates, SagePoint Monetary, Woodbury Monetary Companies, Triad Advisors, Investacorp, KMS Monetary Companies and Securities Service Community.
Headquartered in Eugene, Ore., OCCU has eight branches within the Eugene / Springfield space and extra places in Salem and Wilsonville. OCCU has greater than $2 billion in complete belongings and gives its 170,000 members banking, lending and wealth administration providers.
Jim Norwood, President of Securities America’s Monetary Establishments Division, mentioned, “We’re thrilled to have a monetary establishment of OCCU’s caliber be a part of the Securities America and Advisor Group household. OCCU President & CEO Ron Neumann and his group have constructed a robust, trusted firm that’s actively increasing its capability to serve and help its members. Together with Precedence Monetary Group, Securities America and Advisor Group stand prepared to assist OCCU’s Funding Companies program take the following step in its development and attain its full potential.”
Precedence Monetary Group has over twenty years of expertise serving to monetary establishments construct and strengthen their wealth administration capabilities. The hybrid Registered Funding Advisor / Tremendous-OSJ supplies monetary establishments in any respect phases of development with experience within the areas of compliance, operations and gross sales administration.
Precedence Monetary Group CEO Michael Prior mentioned, “The way forward for banking and wealth administration is evolving quickly, and the best way members interact with credit score unions will look very totally different going ahead. At PFG, we’re enthusiastic about serving to OCCU drive development by evolving its wealth administration program, bettering enterprise operations and benefiting from fast expertise improvements.”
Mr. Neumann has been a part of OCCU’s govt management group since 2010, serving first as Chief Monetary Officer and later as Govt Vice President earlier than being appointed President & CEO in 2018.
Mr. Neumann mentioned, “We’re happy to assist our members as they progress via their monetary journey by providing high-quality, goal monetary recommendation and planning providers. We’re excited to start out this new chapter alongside Precedence Monetary Group, Securities America and Advisor Group, and consider that collectively, we’re effectively positioned to assist the continued development and improvement of OCCU’s funding providers providing, permitting us to supply one of the best expertise attainable for our members.”
Advisor Group President and CEO Jamie Value concluded, “On behalf of all the Advisor Group community, we congratulate Securities America, Precedence Monetary Group and OCCU on as we speak’s announcement. OCCU’s resolution to hitch our household supplies additional proof that Securities America and the opposite companies in our community are locations of selection for monetary professionals and establishments in search of top-notch expertise and sources to boost their effectivity and speed up their development trajectories. As all the time, we’re in our monetary professionals’ and establishments’ nook and can proceed to spend money on their future success.”
About Securities America
Securities America is a part of Advisor Group, the nation’s largest networks of impartial wealth administration companies. Headquartered in Omaha and based in 1984, Securities America helps roughly 2,600 impartial monetary professionals with modern expertise and wealth administration platforms, apply administration and enterprise development instruments and a personalised service tradition. The agency’s versatile, multi-custodial strategy helps a variety of enterprise fashions together with Tremendous OSJs, impartial RIAs, RIA-only advisors, hybrid advisors and monetary establishments. For extra info go to https://www.securitiesamerica.com/.
Securities supplied via Securities America, Inc., member FINRA / SIPC. Advisory Companies supplied via Securities America Advisors, Inc. and Arbor Level Advisors, LLC.
About Advisor Group
Advisor Group, Inc. is the nation’s largest community of impartial wealth administration companies, serving roughly 11,300 monetary professionals and overseeing over $450 billion in shopper belongings. The agency is mission-driven to assist the strategic function that advisors can play within the lives of their purchasers. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring worth of economic professionals and is dedicated to being of their nook each step of the best way. For extra info go to https://www.advisorgroup.com.
Securities and funding advisory providers are supplied via Advisor Group, Inc. subsidiaries, FSC Securities Company, KMS Monetary Companies, Inc., Royal Alliance Associates, Inc., SagePoint Monetary, Inc., Triad Advisors, LLC, and Woodbury Monetary Companies, Inc., broker-dealers, registered funding advisers, and members of FINRA and SIPC. Securities providers are supplied via Investacorp, Inc., Securities America, Inc., and Securities Service Community, broker-dealers and members of FINRA and SIPC. Advisory providers are supplied via Arbor Level Advisors, LLC, Investacorp Advisory Companies, Inc., Ladenburg Thalmann Asset Administration, Inc., Securities America Advisor, Inc., SSN Advisory, Inc., and Triad Hybrid Options, LLC, registered funding advisers. Advisor Group, Inc. is a holding firm. Advisor Group, Inc. is individually owned and different entities and/or advertising and marketing names, services or products referenced listed below are impartial of Advisor Group, Inc. 20 E. Thomas Rd., Ste. 2000, Phoenix, AZ, 85012. 866.481.0379
OCCU was based in 1956 in Eugene, Oregon. Immediately, as a not-for-profit monetary cooperative, OCCU has greater than $2.2 billion in belongings, and its members are served via digital channels and 10 department and repair middle places in Eugene, Springfield, Salem and Wilsonville. Though most members reside in one of many 28 Oregon counties or six Washington counties OCCU serves, others reside all through the US and even overseas, protecting their membership energetic via on-line and cellular banking. Be taught extra at MyOCCU.org.
Joseph Kuo / Chris Clemens
Haven Tower Group
424 317 4851 or 424 317 4854
[email protected] or [email protected]
SOURCE Advisor Group; Securities America