Sienna
Case
Securities America Advisors, Inc
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About this Advisor
Sienna Case is a financial advisor who works out of Phoenix, Arizona who has 1 year of relevant experience. Case works at Securities America Advisors, Inc. During their career, the advisor has held roles at Patrick Funke & Associates, Securities America, Inc, Mathnasium, Northern Arizona University, Madison Meadows Middle School, Sunnyslope High School and Securities America Advisors. Case has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Arizona. Securities America Advisors, Inc is an advisory business operating out of La Vista, NE. It has offices in 1,469 locations and a total of 3,748 advisors. It controls $38 billion in total assets across its 200,228 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises five charities and foundations. Of its 200,228 client accounts, just 5% are associated with high-net-worth investors who have at least $1 million in assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on the type of services offered. However, fee types billed by Securities America Advisors, Inc likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Securities America Advisors, Inc Brokerage Details
$38,163,842,160
3,748
200,228
$190,602
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Sienna Case Work History
Sienna has been registered as a financial advisor for 1 years.*
Securities America, Inc
Securities America Advisors
Patrick Funke & Associates
Mathnasium
Northern Arizona University
Northern Arizona University
Sunnyslope High School
Madison Meadows Middle School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sienna Case to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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