Securities America Advisors, Inc.

Securities America Advisors, Inc. (CRD# 110518) is a financial advisory firm headquartered in La Vista, NE. They manage $39,299,038,611 in 217,546 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    39,299
    MILLION
  • Total Number of Accounts
    217,546
    ACCOUNTS
  • Average Account Value
    $180,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 2,465 top financial advisors.
1
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 37 years of experience in the finance industry. Patrick Culligan 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.

2
Gregory S. Aagaard
CRD#: 4993109
1700 Park St Ste 110a, Naperville, IL 60187

Gregory Aagaard (CRD# 4993109) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Naperville, IL and has over 16 years of experience in the finance industry. Gregory Aagaard 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.

3
Kim C. Aasand
CRD#: 5638390
1400 W Benson Blvd Suite 100, Anchorage, AK 99503

Kim Aasand (CRD# 5638390) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Anchorage, AK and has over 13 years of experience in the finance industry.

4
Dustin Abels
CRD#: 6323477
205 S Clark St, Forest City, IA 50436

Dustin Abels (CRD# 6323477) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Forest City, IA and has over 6 years of experience in the finance industry.

5
Linda K. Abels
CRD#: 2174239
205 S Clark St, Forest City, IA 50436

Linda Abels (CRD# 2174239) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Forest City, IA and has over 30 years of experience in the finance industry.

6
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 31 years of experience in the finance industry.

7
Marcos A. Acevedo
CRD#: 2836509
395 Palm Coast Parkway Sw, Suite 5, Palm Coast, FL 32137

Marcos Acevedo (CRD# 2836509) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Palm Coast, FL and has over 24 years of experience in the finance industry.

8
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 17 years of experience in the finance industry.

9
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 21 years of experience in the finance industry.

10
Todd P. Adrian
CRD#: 6521533
13095 S Mur-len Dr., Ste. 100, Olathe, KS 66062

Todd Adrian (CRD# 6521533) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Olathe, KS and has over 5 years of experience in the finance industry.

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