Advisor Group And Securities America Announce Successful Recruitment Of Symmetry Financial Solutions
San Antonio-Based Practice with Nine Financial Professionals Brings $192 million in Client Assets to Securities America Platform
Advisor Group, the nation’s largest network of independent wealth management firms, and Securities America announced the successful recruitment to their platform of Symmetry Financial Solutions, a practice headquartered in San Antonio with four offices that oversees $192 million in total client assets. Symmetry Financial’s nine financial professionals provide financial planning, wealth management and insurance solutions to individuals, families and businesses across Texas.
Securities America is a subsidiary of Advisor Group, which also includes FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial, Triad Advisors and Woodbury Financial Services.
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Co-founded under a different business name by President Richard Planto in 1994, the practice was renamed Symmetry Financial in 2017 and has offices in San Antonio, Brownsville, Boeme and Fredericksburg. Together with CEO and Co-owner David Bavero, Mr. Planto plans to leverage Securities America’s industry-leading practice management support and technology stack, along with the resources and scale of Advisor Group, to continue growing the full suite of Symmetry Financial’s capabilities.
Jim Nagengast, CEO and President of Securities America, said, “We are thrilled to bring aboard a long-tenured group of financial professionals with such a tremendous track record as Richard and David have built over the years. From the first time our recruiting team met with them, we could see that they were seeking a higher-level service experience that would afford them the opportunity to grow their business and offer their clients top-flight wealth management services. We look forward to working closely with the entire team at Symmetry Financial to help them reach new levels of success.”
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Mr. Bavero said, “We had known of Securities America’s reputation in the wealth management industry for years as a great partner for growth-minded financial professionals, and when it came time to make a strategic decision on how we would expand our business, they came to mind immediately. Once we met the Securities America team and learned about the services, support and technology they and their parent company Advisor Group could offer, our decision was easy. Simply put, Securities America offers us the best chance to thrive, and we are excited to collaborate with them for years to come.”
Jamie Price, CEO and President of Advisor Group, said, “On behalf of our network of wealth management firms, we congratulate Securities America on the successful recruitment of Symmetry Financial Solutions to its platform. Supporting financial professionals in the growth of their businesses and the service of their clients is at the core of our mission as a company, and we are proud to play a role in their success. Going forward we will continue to invest in the capabilities that will help our financial professionals do their best work, and as always, we will be in their corner, today and in the future.”