Ladenburg Thalmann Financial Services Inc., through its principal subsidiaries, provides independent brokerage and advisory services, investment banking, equity research, institutional sales and trading, asset management services, wholesale life insurance brokerage, and trust services. The company’s principal subsidiaries include Securities America, Inc. (collectively with related companies, Securities America); Triad Advisors, Inc. (Triad); Securities Service Network, Inc. (SSN); Investacorp, Inc. (collectively with related companies, Investacorp); KMS Financial Services, Inc. (KMS); Ladenburg Thalmann & Co. Inc. (Ladenburg); Ladenburg Thalmann Asset Management Inc. (LTAM); Highland Capital Brokerage, Inc. (Highland); and Premier Trust, Inc. (Premier Trust). Ladenburg provides its services principally for middle market and emerging growth companies and high net worth individuals through a coordinated effort among corporate finance, capital markets, asset management, brokerage and trading professionals. LTAM is a registered investment advisor. LTAM offers various asset management products utilized by Ladenburg's and Premier Trust's clients, as well as clients of the company’s independent financial advisors. Highland is an independent insurance brokerage that delivers life insurance, fixed and equity indexed annuities and long-term care solutions to investment and insurance providers. Highland provides specialized point-of-sale support along with advanced marketing and estate and business planning techniques, delivering customized insurance solutions to both institutional clients and independent producers. Segments The company’s segments include Independent Brokerage and Advisory Services, Ladenburg, Insurance Brokerage. Independent Brokerage and Advisory Services This segment includes the broker-dealer and investment advisory services provided by the company’s independent broker-dealer subsidiaries to their independent contractor financial advisors and the wealth management services provided by Premier Trust. Securities America, Triad, SSN, Investacorp and KMS are independent broker-dealers and registered investment advisors, whose independent contractor financial advisors offer securities brokerage and advisory services to their clients, which may include packaged products, such as mutual funds, variable annuities and advisor managed accounts. Each of the company’s independent broker-dealers is responsible for supervising all of its financial advisors wherever they are located. Many of the company’s independent financial advisors are also authorized agents of insurance companies. Its independent broker-dealers process non-registered insurance business through subsidiaries or sister companies that is licensed insurance brokers, as well as through licensed third-party insurance brokers. The company’s independent financial advisors also may provide consultation and financial planning services, including estate planning, retirement and financial goal planning, educational funding, asset allocation, and insurance needs analysis, as well as general analysis and planning. Brokerage Business Each of the company’s independent broker-dealers provides full support services to its financial advisors, including access to stock, bond and options execution; products, such as insurance, mutual funds, unit trusts and investment advisory programs; and research, compliance, supervision, accounting and related services. Asset Management Business The company’s independent broker-dealers offer various accounts, some of which are managed by its financial advisors, and others that are managed by third parties. The advisor managed accounts offer various account structures, including fee-based and wrap fee accounts. Premier Trust Premier Trust is a Nevada-chartered trust company headquartered in Las Vegas, Nevada. Premier Trust provides trust administration of personal and retirement accounts, estate and financial planning, wealth management and custody services. Working in combination with a client’s legal and other professional advisors, Premier Trust’s professionals assist with every aspect of
ladenburg thalmann financial
4400 Biscayne Boulevard
Miami, FL 33137
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