Securities America Advisors, Inc.

Securities America Advisors, Inc. (CRD# 110518) is a financial advisory firm headquartered in La Vista, NE. They manage $38,163,842,160 in 200,228 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    38,164
    MILLION
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, WY

Financial Advisors at Securities America Advisors, Inc.
Showing 1 - 10 of 1,944 top financial advisors.
1
Eric S. Maclean, ChFC®, CLU®, AIF®
CRD#: 5925615
1201 Pacific Avenue Suite 600, Tacoma, WA 98402

Providing retirement income and tax planning for physicians and professionals

 

Eric Maclean (CRD# 5925615) is an Investment Advisor Representative  and President at Maclean Wealth Planning, LLC in University Place, WA and has over 30 years of experience in the financial services industry.

 

I’ve been helping clients solve financial issues for over 30 years. As a Chartered Financial Consultant® and Investment Advisor Representative, I’m well equipped to provide you with the knowledge and advice on a wide array of financial concerns, including retirement income planning, 401k rollovers, wealth preservation strategies, lifetime income solutions, asset allocation strategies, decumulation strategies and of host of other financial concerns.

 

As an independent advisors, we draw from a wide variety of investment options and develop a plan that's right for you. Delivering consistent reliable income for a healthy retirement. Contact us today for your free "Retirement Check-Up".

 

To schedule an appointment- Click Here

 

www.MacleanWealthPlanning.com

 

Maclean Wealth Planning, LLC  1201 Pacific Ave, Suite 600 Tacoma, WA 98402

Office: 253-509-7051

 

 

Investment Adviser Representative offering securities & advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

2
Patrick J. Culligan
CRD#: 1053785
4660 Ne Belknap Ct Suite 101 B, Hillsboro, OR 97124

Patrick Culligan (CRD# 1053785) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hillsboro, OR and has over 39 years of experience in the finance industry.

3
Stephen M. Acerra
CRD#: 2054637
75 Adams St, Milton, MA 02186

Stephen Acerra (CRD# 2054637) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Milton, MA and has over 33 years of experience in the finance industry.

4
Marcos A. Acevedo
CRD#: 2836509
Bunnell, FL

Marcos Acevedo (CRD# 2836509) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bunnell, FL and has over 27 years of experience in the finance industry.

5
David B. Adams
CRD#: 4138711
6006 N Mesa St Ste 901, El Paso, TX 79912

David Adams (CRD# 4138711) is an Investment Advisor Representative working at Securities America Advisors, Inc. in El Paso, TX and has over 19 years of experience in the finance industry.

6
Steven Q. Adamson
CRD#: 4149143
13095 S Mur-len Rd Ste 100, Olathe, KS 66062

Steven Adamson (CRD# 4149143) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Olathe, KS and has over 23 years of experience in the finance industry.

7
Matthew L. Agius
CRD#: 4736296
15425 Los Gatos Blvd Ste 101, Los Gatos, CA 95032

Matthew Agius (CRD# 4736296) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Los Gatos, CA and has over 20 years of experience in the finance industry.

8
Timothy J. Aguillard
CRD#: 4010328
375 Sam Houston Jones Pkwy, Po Box 12984, Lake Charles, LA 70611

Timothy Aguillard (CRD# 4010328) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Lake Charles, LA and has over 24 years of experience in the finance industry.

9
Angel M. Aguinaldo
CRD#: 723432
2326 Flintridge Dr, Glendale, CA 91206

Angel Aguinaldo (CRD# 723432) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Glendale, CA and has over 29 years of experience in the finance industry.

10
Nasser Ahmad
CRD#: 5526341
San Jose, CA

Nasser Ahmad (CRD# 5526341) is an Investment Advisor Representative working at Securities America Advisors, Inc. in San Jose, CA and has over 15 years of experience in the finance industry. Nasser Ahmad has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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