Updated Wednesday, August 20, 2014 as of 12:52 AM ET

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Securities America Targets HNW Clients

Donald Jay Korn

Paul Lofties, who has been promoted to senior vice president of wealth management at Securities America, said that reaching wealthy investors has been a challenge for independent broker-dealers because “traditionally, high-net-worth individuals have done more investing with wirehouses” but he has a strategy for success.

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