Myles
Maxey

Securities America Advisors, Inc

CRD#5824344
Investment Advisor
in Sacramento, CA

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About this Advisor

Myles Maxey is a certified financial planner located in Sacramento, California. Currently a registered investment advisor at Securities America Advisors, Inc, they have accrued 10 years of practice as a financial advisor. Maxey holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Maxey is registered to serve clients based out of California. Throughout their career, Maxey has worked at Securities America, Inc, Securities America Advisors, Inc and Incomemax. Securities America Advisors, Inc is based out of Sacramento, California, and has 1,271 brick-and-mortar locations in the country. As an advisor firm, Securities America Advisors, Inc manages $29 billion in assets throughout 184,356 client accounts and retains more than 1,989 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the nation. The firm manages 127,618 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Securities America Advisors, Inc offers 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, Certified Financial Planner

Years of Experience

10 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

1375 Exposition Blvd Ste 201
Sacramento, CA 95815

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$29,024,824,068

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

1,989

CA Average: 226
Total Number of Accounts

184,356

CA Average: 7,467
Average Account Size

$157,439

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

Myles Maxey Work History

Myles has 10 years of experience.

2013 - Present (8 years)

Incomemax

2011 - Present (10 years)

Securities America, Inc

2011 - Present (10 years)

Securities America Advisors, Inc

2010 - 2011 (1 year)

Securities America, Inc

Disclosures

Myles Maxey has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Andrew Zanowski
Chesterfield, MO
Brady Mullen
Littleton, CO
Joel Nelson
Sterling, CO
Michael Albert
Bryan, TX
Syed Nishat
New York, NY
Richard Rustin
Huntington Beach, CA
Merline Kurian
Amarillo, TX
Elijah Yurkin
Hampton, VA

This content was compiled from the SEC and FINRA.

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