Teresa
Cha

Securities America Advisors, Inc

CRD#2425496
Investment Advisor
in Torrance, CA

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About this Advisor

Teresa Cha is a certified financial planner and chartered financial consultant working in Torrance, California with 14 years of industry experience. Cha works at Securities America Advisors, Inc. Throughout their career, Cha has worked at Securities America, Inc and Securities America Advisors, Inc. Cha maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California. Securities America Advisors, Inc is a registered investment company based in La Vista, NE. The company has offices in 1,469 locations and a total of 3,748 people on staff. It manages $38 billion in assets between its 200,228 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 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 investable assets. The advisory firm offers a wide array 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. A financial advisor's fees usually are based on which services the firm provides the client. However, fee types billed by Securities America Advisors, Inc likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

14 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

25202 Crenshaw Blvd Ste 212
Torrance, CA 90505

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

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

3,748

CA Average: 226
Total Number of Accounts

200,228

CA Average: 7,467
Average Account Size

$190,602

CA Average: $264,928

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

Teresa Cha Work History

Teresa has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Securities America, Inc

2009 - Present (15 years)

Securities America Advisors, Inc

*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 Teresa Cha 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

John Weekly
Omaha, NE
Edward Debay
East Hartford, CT
Andi Yao
Burlingame, CA
Brandon Warman
Kimberly, WI
Seth Wilson
Fresno, CA
Steven Juul
Spokane, WA
Richard Dutrisac
Costa Mesa, CA
Christopher Conti
Johnston, RI

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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