Brenda
Wille-Cope

Securities America Advisors, Inc

CRD#4319036
Investment Advisor
in Denver, CO
Are you Brenda Wille-Cope? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brenda Wille-Cope is a chartered financial consultant operating in Denver, Colorado, who has been in the industry for 15 years. Wille-Cope is an advisor for Securities America Advisors, Inc. Their career trajectory has included roles at Securites America Advisors, Invest Financial Corp and Securities America, Inc. Wille-Cope holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado and Texas. Securities America Advisors, Inc is a financial advisory company that has its headquarters in Denver, Colorado. It has offices in 1,238 locations and a total of 1,875 advisors. It handles $22 billion in total assets among its 141,149 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 65 charitable organizations. Of its 141,149 client accounts, just 10% are associated with high-net-worth individuals who have more than $1 million in assets. The company performs a broad assortment 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, publication of newsletters and educational seminars. A financial advisor's fee schedules typically vary depending on the services. Fee types billed by Securities America Advisors, Inc can include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years of Experience

15 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

720 S Colorado Blvd Ste 1020N
Denver, CO 80246

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$22,171,774,973

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

1,875

CO Average: 226
Total Number of Accounts

141,149

CO Average: 7,467
Average Account Size

$157,081

CO Average: $264,928

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Brenda Wille-Cope Work History

Brenda has 15 years of experience.

2017 - Present (2 years)

Securites America Advisors

2017 - Present (2 years)

Securities America, Inc

2003 - 2017 (14 years)

Invest Financial Corp

Disclosures

Brenda Wille-Cope has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started