Securities America Advisors, Inc.

Securities America Advisors, Inc. (CRD# 110518) is a financial advisory firm headquartered in La Vista, NE. They manage $13,432,560,320 in 92,356 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    13,433
    MILLION
  • 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
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

Financial Advisors at Securities America Advisors, Inc.
Showing 1 - 10 of 1,467 top financial advisors.
1
Sarvey G. Canella
CRD#: 2511559
1150 Thorn Run Rd., Ste 102, Moon Township, PA 15108
101
Wealthminder
score

Sarvey Canella (CRD# 2511559) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Moon Township, PA and has over 22 years of experience in the finance industry. Sarvey Canella 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
Richard D. Adams
CRD#: 1367656
11448 Robious Road, Richmond, VA 23235
96
Wealthminder
score

Richard Adams (CRD# 1367656) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Richmond, VA and has over 29 years of experience in the finance industry.

3
Angel M. Aguinaldo
CRD#: 723432
2326 Flintridge Dr, Glendale, CA 91206
96
Wealthminder
score

Angel Aguinaldo (CRD# 723432) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Glendale, CA and has over 22 years of experience in the finance industry.

4
Michael S. Allison
CRD#: 2232558
407 Parker Ivey Dr., Greenville, SC 29607
96
Wealthminder
score

Michael Allison (CRD# 2232558) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Greenville, SC and has over 24 years of experience in the finance industry.

5
Curtis T. Almy
CRD#: 1775415
28 N Montana Ave, Miles City, MT 59301
96
Wealthminder
score

Curtis Almy (CRD# 1775415) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Miles City, MT and has over 28 years of experience in the finance industry. Curtis Almy 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.

6
Robert B. Anderson
CRD#: 1084751
7054 Skyway, Paradise, CA 95969
96
Wealthminder
score

Robert Anderson (CRD# 1084751) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Paradise, CA and has over 32 years of experience in the finance industry. Robert Anderson 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.

7
Thomas M. Anderson
CRD#: 2570185
619 N 90th Street, Omaha, NE 68114
96
Wealthminder
score

Thomas Anderson (CRD# 2570185) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Omaha, NE and has over 18 years of experience in the finance industry. Thomas Anderson 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.

8
Jason T. Arbetter
CRD#: 5412627
31884 Northwestern Hwy, Farmington Hills, MI 48334
96
Wealthminder
score

Jason Arbetter (CRD# 5412627) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Farmington Hills, MI and has over 9 years of experience in the finance industry. Jason Arbetter 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.

9
Jonathan D. Arntz
CRD#: 2162201
6960 Orchard Lake Rd Ste 120, West Bloomfield, MI 48322
96
Wealthminder
score

Jonathan Arntz (CRD# 2162201) is an Investment Advisor Representative working at Securities America Advisors, Inc. in West Bloomfield, MI and has over 22 years of experience in the finance industry. Jonathan Arntz 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.

10
Michael P. Austin
CRD#: 1466274
8675 Bluebonnet Blvd. Ste A, Baton Rouge, LA 70810
96
Wealthminder
score

Michael Austin (CRD# 1466274) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Baton Rouge, LA and has over 10 years of experience in the finance industry. Michael Austin 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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