Securities America Advisors, Inc
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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
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
Brenda Wille-Cope Work History
Brenda has 15 years of experience.
Securites America Advisors
Securities America, Inc
Invest Financial Corp
Brenda Wille-Cope has no disclosures.
Please visit their SEC profile for more details.