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Securities America Advisors, registered in 1994, serves 53 state (s) with a licensed staff of 2,532 advisors. Securities America Advisors manages $39.3 billion and provides investment advisory services for 134,725 clients (1:54 advisor/client ratio).What services do Securities America advisors offer?
As a financial advisory firm, Securities America Advisors can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds).How do I contact Securities America advisors?
Securities America Advisors offers prospective clients various options for getting in touch. You can either visit one of the firm’s offices, or you can set up an appointment with an advisor by calling the firm over the phone. All information is accurate as of the writing of this article.What are Securities America advisors' financial disclosure charges?
Securities America also charges an asset-based fee for retirement plan advisory services, and advisors charge up to 3% of AUM for other investment advisory programs. Securities America Advisors has 29 disclosures listed on its Form ADV. While most of these disclosures belong to advisory affiliates of the firm, one of the most recent is from 2018.