Securities America Advisors, Inc
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About this Advisor
David Lacroix is a financial advisor in Torrance, California. Currently an advisor with Securities America Advisors, Inc, Lacroix has 11 years of professional experience. Lacroix maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Lacroix is able to advise clients in California. During their career, the advisor has held roles at Merrill Lynch, Bank Of America, Ca, Ubs Financial Services Inc, Securities America Advisors and Securities America, Inc. Securities America Advisors, Inc is based out of Torrance, California, and has 1,238 other offices in the country. As a registered investment firm, Securities America Advisors, Inc manages $22 billion in assets throughout 141,149 accounts and retains more than 1,875 people. The firm's total assets under management places it among the biggest investment advisory firms in the country. The firm manages 77,459 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 10% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Securities America Advisors, Inc can offer 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. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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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
David Lacroix Work History
David has 11 years of experience.
Securities America Advisors
Securities America, Inc
Ubs Financial Services Inc
Bank Of America, Ca
David Lacroix has no disclosures.
Please visit their SEC profile for more details.