Paul
Neves

Securities America Advisors, Inc

CRD#2019963
Investment Advisor
in San Diego, CA
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About this Advisor

Paul Neves is a certified financial planner and chartered financial consultant based in San Diego, California. Currently an investment advisor at Securities America Advisors, Inc, Neves has a notable 23 years of practice in the financial advisory industry. Neves has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Neves can serve clients in California and Texas. During their career, the advisor has held roles at Securities America Advisors Inc, Securities America, Inc and Financial Strategies And Insurance Inc. Securities America Advisors, Inc is headquartered in San Diego, California, and has 1,238 additional locations across the United States. Overall, Securities America Advisors, Inc oversees $22 billion in assets throughout 141,149 client accounts and employs more than 1,875 people. The amount of assets the firm manages places it among the largest financial advisory firms in the country. The firm manages 77,459 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the advisor 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 may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

23 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

Yes

Office Location

1455 Frazee Rd Ste 804
San Diego, CA 92108-4301

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$22,171,774,973

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

1,875

CA Average: 226
Total Number of Accounts

141,149

CA Average: 7,467
Average Account Size

$157,081

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

Paul Neves Work History

Paul has 23 years of experience.

2005 - Present (14 years)

Financial Strategies And Insurance Inc

1999 - Present (20 years)

Securities America Advisors Inc

1995 - Present (24 years)

Securities America, Inc

Disclosures

Paul Neves has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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