David
Lacroix

Securities America Advisors, Inc

CRD#5455656
Investment Advisor
in Torrance, CA
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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

Series 66

Years of Experience

11 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

Torrance, CA

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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

David Lacroix Work History

David has 11 years of experience.

2018 - Present (1 year)

Securities America Advisors

2018 - Present (1 year)

Securities America, Inc

2011 - 2018 (7 years)

Ubs Financial Services Inc

2009 - 2011 (2 years)

Bank Of America, Ca

2007 - 2011 (4 years)

Merrill Lynch

Disclosures

David Lacroix has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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