Securities America Advisors, Inc.

Securities America Advisors, Inc. (CRD# 110518) is a financial advisory firm headquartered in La Vista, NE. They manage $15,610,261,972 in 105,891 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    15,610
    MILLION
  • Total Number of Accounts
    105,891
    ACCOUNTS
  • Average Account Value
    $147,418
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, WY

Financial Advisors at Securities America Advisors, Inc.
Showing 1 - 10 of 1,948 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 23 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
Ross A. DeLuca
CRD#: 2104447
75 Main St., Bridgewater, MA 02324
98
Wealthminder
score
Ross Deluca (CRD# 2104447) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bridgewater, MA and has over 26 years of experience in the finance industry.
3
Chris T. Kurtis
CRD#: 2073586
1504 N Main St, Crown Point, IN 46307
98
Wealthminder
score

Chris Kurtis (CRD# 2073586) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Crown Point, IN and has over 27 years of experience in the finance industry.

4
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 23 years of experience in the finance industry.

5
Nasser Ahmad
CRD#: 5526341
30 Professional Center Parkway, Suite B, San Rafael, CA 94903
96
Wealthminder
score

Nasser Ahmad (CRD# 5526341) is an Investment Advisor Representative working at Securities America Advisors, Inc. in San Rafael, CA and has over 9 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.

6
Michael C. Albert
CRD#: 5699206
108 North Ave E, Bryan, TX 77801
96
Wealthminder
score

Michael Albert (CRD# 5699206) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bryan, TX and has over 8 years of experience in the finance industry. Michael Albert 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
Jimmie Alexander
CRD#: 2087674
6c Street, Petaluma, CA 94975
96
Wealthminder
score

Jimmie Alexander (CRD# 2087674) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Petaluma, CA and has over 27 years of experience in the finance industry. Jimmie Alexander 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
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 25 years of experience in the finance industry.

9
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 30 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.

10
Joseph S. Altobelli
CRD#: 3259077
60 Barrett Drive, Suite G, Webster, NY 14580
96
Wealthminder
score

Joseph Altobelli (CRD# 3259077) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Webster, NY and has over 18 years of experience in the finance industry. Joseph Altobelli 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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