Jeremy GuillCRD Number: 5504911
Current Firm: Securities America Advisors, Inc.
Jeremy Guill (CRD# 5504911) is an Investment Advisor Representative working at Securities America Advisors, Inc. in La Vista, NE and has over 8 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Securities America Advisors||La Vista, NE||Aug 2014 - Current||2|
|Securities America Inc.||La Vista, NE||Mar 2014 - Current||3|
|Jg5 LLC||Oakland, NE||Oct 2012 - Current||4|
|Allstate Financial Services, LLC||Lincoln, NE||Mar 2008 - Mar 2014||6|
|Fedex||Lincoln, NE||Jun 2007 - Mar 2014||6|
|J&j Lawn Care/sues Lawn Care||Oakland, NE||Aug 1997 - Jun 2008||10|
|Home Real Estate||Lincoln, NE||Jan 2007 - Dec 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
|S63||Uniform Securities State Law Examination||Aug 2008|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV