Securities America Advisors, Inc

Investment Advisor
in Torrance, CA

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About this Advisor

David Lacroix is an investment advisor located in Torrance, California. Currently an investment advisor at Securities America Advisors, Inc, they have gathered 12 years of professional experience in the financial advisory industry. Lacroix holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Lacroix is able to act as an advisor in California. Over the course of their career, Lacroix has held roles at Merrill Lynch, Bank Of America, Ca, Ubs Financial Services Inc, Securities America, Inc and Securities America Advisors. Securities America Advisors, Inc is located in Torrance, California, and has 1,285 locations in the United States. In total, Securities America Advisors, Inc oversees $22 billion in assets throughout 154,747 client accounts and employs more than 1,992 people. The level of assets currently under the firm's management makes it one of the biggest firms in the nation. The firm manages 108,243 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 15% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Securities America Advisors, Inc can provide 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's fees may include 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



Office Location

Torrance, CA

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management


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


CA Average: 226
Total Number of Accounts


CA Average: 7,467
Average Account Size


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

David Lacroix Work History

David has 13 years of experience.

2018 - Present (2 years)

Securities America, Inc

2018 - Present (2 years)

Securities America Advisors

2011 - 2018 (7 years)

Ubs Financial Services Inc

2009 - 2011 (2 years)

Bank Of America, Ca

2007 - 2011 (4 years)

Merrill Lynch


David Lacroix has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

John Fitzgerald
La Vista, NE
Aaron Schmitz
Jefferson City, MO
Kyle Witman
Rochester, NY
Steven Hart
Littleton, CO
Daniel Vansingel
Caledonia, MI
Ronald Hyde
Vancouver, WA
Michael Bobowski
Charlotte, NC
Robert Jamison
Redlands, CA

This content was compiled from the SEC and FINRA.

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