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SECURITIES AMERICA ADVISORS, INC.

12325 Port Grace Blvd.
La Vista, Nebraska 68128-8204
Tel: 402-399-9111

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About SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA ADVISORS, INC, formally registered with the SEC as SECURITIES AMERICA ADVISORS, INC. The firm was established in 01/25/1994. They have over 1470 offices throughout the country.

SECURITIES AMERICA ADVISORS, INC. is a La Vista, Nebraska based Financial Planning firm with nearly $38,163,842,160 assets under management, offering retirement planning & investment advisory services to 200228 clients. The firm is staffed with 3748 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110518
SEC# 801-45628
Assets Managed by Firm $38,163,842,160
No. of Clients 200228
No. of Advisors 3748

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total200228$38,163,842,160
Individuals (other than high net worth individuals)121456$24,251,345,227
High net worth individuals6642$12,411,858,761
Pension and profit sharing plans688$555,081,557
Charitable organizations5$937,155
Corporations or other businesses821$944,619,460
Inquire with SECURITIES AMERICA ADVISORS, INC.

More Retirement Planning firms in La Vista, Nebraska:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
ORION PORTFOLIO SOLUTIONS, LLC
17605 Wright St
Omaha, NE, 68130
$53,283,016,878176366326
AMERITAS INVESTMENT PARTNERS, INC.
5945 R Street
Lincoln, NE, 68505-3402
$23,108,472,280182350
CWM, LLC
14600 Branch St.
Omaha, NE, 68154
$19,943,561,186969561111
AMERITAS ADVISORY SERVICES, LLC
5900 O Street
Lincoln, NE, 68510
$8,534,798,48435218592
BRIDGES INVESTMENT MANAGEMENT INC
13333 California St, Suite 500
Omaha, NE, 68154
$7,549,835,558227775

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