Gregory Rustad, financial advisor Westlake OH
93 score

Gregory Rustad

CRD Number: 4550315
Current Firm: Securities America Advisors, Inc.

Gregory Rustad (CRD# 4550315) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Westlake, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Westlake, OH Jan 2009 - Current 7
Securities America Advisors, Inc. Lavista, NE Jan 2009 - Current 7
Greg Rustad Westlake, OH Jul 2002 - Current 14
Brecek & Young Advisors, Inc. Folsom, CA Jun 2002 - Jan 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2007
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Gregory A. Rustad
Phone Number: 402-399-9111
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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