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Ladenburg engages in impartial brokerage and advisory services, funding banking, fairness research, institutional sales and buying and selling, asset administration providers and life insurance coverage brokerage by means of its principal subsidiaries, Ladenburg Thalmann & Co. Inc., Investacorp, Inc., Triad Advisors, Inc., Securities America, Inc., KMS Financial Services, Inc., Securities Service Community Inc.

Professional affiliations include the American Administration Association, School and College Personnel Association, National Association of Accountants, and the National Association of School and University Auxiliary Companies. The exam covers areas such as financial statement analysis, working-capital coverage, capital structure, valuation issues, and danger management.