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Client Center

WEALTH STRATEGIES GROUP
CLIENT PORTAL

eMoney

WEALTH STRATEGIES GROUP
CLIENT PORTAL

Right Capital

Client Account Access

Use the links below to access information about your accounts and planning:

Albridge Wealth Reporting
Wealthscape (Fidelity/NFS)
NETX Investor (Pershing)
American Funds
FTJ Fundchoice

Additional Financial Resources

Industry Associations
Financial Planning Association
Financial Services Institute

Broker Dealer
Securities America
Ladenburg Thalmann
(Parent Company of Securities America)

(888) 848-4144

17011 Beach Blvd, Suite 150
Huntington Beach, CA 92647

2264 Fair Oaks Blvd, Suite 201
Sacramento, CA 95825

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The Wealth Strategies Group is comprised of investment professionals who are investment advisor representatives of Securities America Advisors, Inc., a SEC Registered Investment Advisor and registered representatives with Securities America Inc, a registered broker/dealer, Member FINRA and SIPC. The Wealth Strategies Group and the Securities America companies are unaffiliated. This website does not constitute an offer to sell or a solicitation of an offer to buy any security. Specific recommendations can only be based on review of a client's individual investment portfolio and financial objectives upon request and with appropriate offering documents. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. Past performance is not a guarantee of future results.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed

Travis Allen CA Insurance License #0B79314, Mark Yates CA Insurance License #0E38409 Check out the background of firms and investment professionals on FINRA’s https://brokercheck.finra.org/

Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc

© 2019 Wealth Strategies Group. All rights reserved.
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