William "Bud" James, a Financial Advisor at Dynasty Advisors, Recognized at Securities America, Inc. National Sales Conference in Washington, DC

Top Quote William "Bud" James, MBA, CLU, ChFC, AIF, CFP received recognition at the Securities America, Inc. "Connect 2013" National Sales Conference held in Washington, DC on June 11 for completing the Next Level Coaching program and for being the first one in his class to raise $10 million in new assets. End Quote
  • Philadelphia, PA-NJ (1888PressRelease) November 20, 2013 - The "Big Check" certificate was presented to Bud at the general session by Jim Nagengast, CEO of Securities America, Inc., an Independent broker-dealer headquartered in LaVista, Nebraska.

    Bud remarked that "I am very proud of this achievement because my classmates are some of the most successful advisors in our broker-dealer network. The Next Level Coaching program has been a great enhancement to my practice which focuses on retirement income distribution planning for individuals approaching retirement."

    Dynasty Advisors mission is to help individuals and businesses achieve financial independence. As a privately-owned and independent professional financial services firm, they focus objectively on financial goals and issues. Whether they deal with an individual, business or institution, their unique processes, independence and experience allow them to act as true advisors and client advocates. They develop long lasting relationships with their clients by providing professional advice backed by excellent client service.

    Their services include financial planning where they implement their client's investment strategies to help them meet their wealth accumulation and management objectives. They also offer group health insurance service where they structure benefits package that satisfies the needs of a workforce without depleting company resources. And, life insurance services where they help their clients get the best life, disability or long-term care insurance suitable to their needs.

    Dynasty Advisors serve individuals and businesses in ten states across USA. They have five offices, two in Pennsylvania and three in New Jersey.

    Corporate Office
    Toll-Free: 866.284.1314
    517 Route 1 S., Suite 3050
    Iselin, NJ 08830

    Bucks County, PA
    Toll-Free: 866.284.1314
    196 W. Ashland Street
    Suite 201A
    Doylestown, PA 18901

    Chester County, PA
    Toll-Free: 866.284.1314
    1224 W. Lincoln Highway
    Suite 200
    Coatesville, PA 19320

    Monmouth County, NJ
    Toll-Free: 866.284.1314
    25 N. Main Street
    Marlboro, NJ 07746

    Passaic County, NJ
    Toll-Free: 866.284.1314
    41 Vreeland Avenue
    Totowa, NJ 07512

    Video Link: http://financialpicture2.com/view/2402/20

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