Stephen
Chipman
Securities America Advisors, Inc
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About this Advisor
Stephen Chipman is a financial advisor working out of Livermore, California. Chipman is an employee of Securities America Advisors, Inc. The advisor has gained experience at Cuesta College, Foothill Securities Inc, Menlo College, Amador Valley High School, Alameda County Fair, Bulldog Sports And Fitness, Shake Shack, Red Robin, Doordash, Thrivent Investment Management Inc, Thrivent Financial, Fidelity Investments, Securities America, Inc and Securities America Advisors. Chipman maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Securities America Advisors, Inc is a registered investment company headquartered in La Vista, NE. The company has offices in 1,469 locations and a total of 3,748 advisors. It oversees $38 billion in assets across its 200,228 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 200,228 client accounts, just 5% are associated with high-net-worth investors who have at least $1 million in assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually are based on the financial services offered. Fee types charged by Securities America Advisors, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Securities America Advisors, Inc Brokerage Details
$38,163,842,160
3,748
200,228
$190,602
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
- Educational seminars/workshops
Stephen Chipman Work History
Stephen has been registered as a financial advisor for 0 years.*
Securities America, Inc
Securities America Advisors
Thrivent Investment Management Inc
Thrivent Financial
Fidelity Investments
Red Robin
Alameda County Fair
Bulldog Sports And Fitness
Shake Shack
Menlo College
Doordash
Cuesta College
Foothill Securities Inc
Amador Valley High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen Chipman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Securities America Advisors, Inc
Omaha, NE
Russellville, AR
La Vista, NE
Midvale, UT
Orland Park, IL
Bristol, CT
La Vista, NE
San Jose, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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