Super OSJ controlling $175 million in assets moves to Securities America

Super OSJ controlling $175 million in assets moves to Securities America
Lanzetta Group's 11 advisers formerly were affiliated with Questar Capital.
MAR 12, 2019
The Lanzetta Group, whose 11 affiliated advisers control approximately $175 million in client assets, has switched affiliations from Questar Capital Corp., to Securities America. (More: See more adviser moves in InvestmentNews' Adviser on the Move database.) The group, led by John Lanzetta, is a "super" office of supervisory jurisdiction, with practices in Pennsylvania, Connecticut and Florida. Mr. Lanzetta, who is principal of LifeSpan Financial in Quakertown, Pa., serves as the group's OSJ. Mr. Lanzetta began his securities career in 1992 and was associated with 12 firms before affiliating with Questar in 2006.

Latest News

The power of cultivating personal connections
The power of cultivating personal connections

Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.

A variety of succession options
A variety of succession options

Whichever path you go down, act now while you're still in control.

'I’ll never recommend bitcoin,' advisor insists
'I’ll never recommend bitcoin,' advisor insists

Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.

LPL raises target for advisors’ bonuses for first time in a decade
LPL raises target for advisors’ bonuses for first time in a decade

“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.

What do older Americans have to say about long-term care?
What do older Americans have to say about long-term care?

Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound