Investment Services Team with $340 Million in Client Assets Partners with Securities America Financial Institutions Division
Advisor Group, the nation’s largest network of independent wealth management firms, and Securities America welcomed Oregon Community Credit Union (OCCU) to the Securities America Financial Institutions platform. The financial institution’s Investment Services team includes four licensed financial professionals who offer financial planning and wealth management services to credit union members at each of the institution’s 10 Oregon branches and oversee $340 million in client assets. OCCU has affiliated with Securities America through Priority Financial Group (PFG), a hybrid Registered Investment Advisor / Super-OSJ based in Phoenix that specializes in developing competitive, customized programs for financial institutions to grow their wealth management capabilities and improve operating efficiency.
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Securities America is part of Advisor Group, which also includes FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial, Woodbury Financial Services, Triad Advisors, Investacorp, KMS Financial Services and Securities Service Network.
Headquartered in Eugene, Ore., OCCU has eight branches in the Eugene / Springfield area and additional locations in Salem and Wilsonville. OCCU has more than $2 billion in total assets and offers its 170,000 members banking, lending and wealth management services.
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Jim Norwood, President of Securities America’s Financial Institutions Division, said, “We are thrilled to have a financial institution of OCCU’s caliber join the Securities America and Advisor Group family. OCCU President & CEO Ron Neumann and his team have built a strong, trusted company that is actively expanding its ability to serve and assist its members. Along with Priority Financial Group, Securities America and Advisor Group stand ready to help OCCU’s Investment Services program take the next step in its growth and reach its full potential.”
