Christian
Tiscareno

Securities America Advisors, Inc

CRD#6559378
Investment Advisor
in Carlsbad, CA
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About this Advisor

Christian Tiscareno is a financial advisor based out of Carlsbad, California, who has 13 years of work experience. Tiscareno is an advisor for Securities America Advisors, Inc. Throughout their career, Tiscareno has worked at Findafrat, Securities America Inc, Wells Fargo Commerical Banking Group, Bluepoint Capital Management, Forex Capital Markets, Cal Dining, Buchanan High School, Uc Berkeley and Incoming Student. Tiscareno holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in California. Securities America Advisors, Inc is a registered investment business that has its headquarters in Carlsbad, California. The investment advisory business has offices in 1,238 locations and a total of 1,875 employees. It controls $22 billion in total assets between its 141,149 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 65 charities and foundations. Of its 141,149 customer accounts, just 10% are held by high-net-worth investors who have at least $1 million in assets available to invest. Securities America Advisors, Inc performs a broad range 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, publication of newsletters and educational seminars. Financial management fees typically are based on which services are offered. However, fee types billed by Securities America Advisors, Inc likely are comprised of some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

5973 Avenida Encinas, Suite 210
Carlsbad, CA 92008

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$21,887,351,786

CA Average: $1,978,216,465
Total Number of Employees

1,992

CA Average: 226
Total Number of Accounts

154,747

CA Average: 7,467
Average Account Size

$141,440

CA Average: $264,928

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Christian Tiscareno Work History

Christian has 13 years of experience.

2016 - Present (3 years)

Securities America Advisors

2015 - Present (4 years)

Securities America Inc

2015 - 2015 (< 1 year)

Securities America Inc

2014 - 2015 (1 year)

Wells Fargo Commerical Banking Group

2013 - 2013 (< 1 year)

Bluepoint Capital Management

2012 - 2013 (1 year)

Findafrat

2011 - 2011 (< 1 year)

Forex Capital Markets

2010 - 2012 (2 years)

Cal Dining

2010 - 2015 (5 years)

Uc Berkeley

2010 - 2010 (< 1 year)

Incoming Student

2009 - 2010 (1 year)

Uc Berkeley

2005 - 2009 (4 years)

Buchanan High School

Disclosures

Christian Tiscareno has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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