Cleveland, Ohio Financial Advisor Frank Legan to Join Securities America's Advisory Council
Cleveland, OH — January 2016 — Frank Legan¸ a partner and financial advisor at Cedar Brook Group has been named to the 2016 Advisory Council of Securities America, Inc.
Legan, who has been with the Cedar Brook Group for 6 years, is also a member of the Investment Committee. Legan actively serves in his community as a Board Member for Catholic Charities Diocese of Cleveland and as a member of the Program Committee for the Ohio Buckeye Chapter of the National Multiple Sclerosis Society.
The Securities America Advisory Council creates an opportunity for advisors to provide feedback on the strategy, tactics and marketing message of Securities America. It also allows the company to build strong personal relationships with its advisors. Securities America selects members of the advisory council from its top advisors. Council members represent a diverse mix of business, geographic regions and experience in the financial services industry.
Legan sees the 2016 Advisory Council of Securities America. as an opportunity to advocate for the advisors working with Securities America.
"Being that I have worked for a wire house, a bank, and now as a financial advisor at Cedar Brook Group, I can offer a unique perspective to this council," said Legan.
About Cedar Brook Group
Headquartered in Cleveland, OH, with offices in West Bloomfield, MI, and Palm Beach Gardens, FL, the Cedar Brook Group is one of the largest independent wealth management firms in the region, according to Crain’s Cleveland Business 2013. Cedar Brook’s seventy-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs to physicians, corporate executives, privately held business owners, and families. Cedar Brook has been recognized again as a Top Workplace in Northeast Ohio by Workplace Dynamics according to the Plain Dealer's 2015 study.
# # #
The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Group and the Securities America companies are not affiliated. For more information, please visit www.cedarbrookfinancial.com.
Securities America is one of the nation’s largest independent broker-dealers with more than 2,000 independent advisors and $60 billion in client assets.