Securities America Advisors, Inc.
Securities America Advisors, Inc. (CRD# 110518) is a financial advisory firm headquartered in La Vista, NE. They manage $45,429,324,282 in 211,800 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management45,429MILLION
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Total Number of Accounts211,800ACCOUNTS
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Average Account Value$214,492
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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
Patrick Culligan (CRD# 1053785) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hillsboro, OR and has over 38 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.
Gregory Aagaard (CRD# 4993109) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Naperville, IL and has over 17 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.
Kim Aasand (CRD# 5638390) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Anchorage, AK and has over 14 years of experience in the finance industry.
Stephen Acerra (CRD# 2054637) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Milton, MA and has over 32 years of experience in the finance industry.
Marcos Acevedo (CRD# 2836509) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Palm Coast, FL and has over 25 years of experience in the finance industry.
David Adams (CRD# 4138711) is an Investment Advisor Representative working at Securities America Advisors, Inc. in El Paso, TX and has over 18 years of experience in the finance industry.
Steven Adamson (CRD# 4149143) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Olathe, KS and has over 22 years of experience in the finance industry.
Todd Adrian (CRD# 6521533) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Olathe, KS and has over 6 years of experience in the finance industry.
Matthew Agius (CRD# 4736296) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Los Gatos, CA and has over 18 years of experience in the finance industry.
Lawrence Agler (CRD# 1476297) is an Investment Advisor Representative working at Securities America Advisors, Inc. in South Windsor, CT and has over 36 years of experience in the finance industry.