Securities America Advisors, Inc
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About this Advisor
Peter Cole is a chartered financial consultant working in Sacramento, California, with 33 years of professional experience. Cole is on the advisory team at Securities America Advisors, Inc. Cole has gained experience at Peter H. Cole, Lcsw / Sierra Psychotherapy Group, Securities America, Inc, Insight Financial Group, Securities America Advisors, Inc, Sierra Institute For Contemporary Gestault Therapy, Pacific Center For Therapist Development, University Of California Medical Center, Peter H. Cole, Lcsw, Pathway To Prosperity and Everbank. Cole has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to serve investors in California. Securities America Advisors, Inc is a registered investment firm operating out of Sacramento, California. The company has offices in 1,238 locations and a total of 1,875 advisors. It controls $22 billion in total assets between its 141,149 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 65 charities and foundations. Of its 141,149 client accounts, just 10% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm provides a number of services, including 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. A financial advisor's fees vary depending on which services are offered. However, fees charged by Securities America Advisors, Inc most likely include 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
Peter Cole Work History
Peter has 33 years of experience.
Pathway To Prosperity
Securities America Advisors, Inc
Peter H. Cole, Chfc
Securities America, Inc
Insight Financial Group
Pacific Center For Therapist Development
Sierra Institute For Contemporary Gestault Therapy
Peter H. Cole, Lcsw / Sierra Psychotherapy Group
University Of California Medical Center
Peter H. Cole, Lcsw
Peter Cole has no disclosures.
Please visit their SEC profile for more details.