Securities America Advisors, Inc
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About this Advisor
Laura Uchida is a certified financial planner located in Denver, Colorado. Currently a registered investment advisor with Securities America Advisors, Inc, they have gathered 15 years of work experience in the financial advisory industry. Uchida has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Uchida is able to advise clients in Colorado. During their career, Uchida has held roles at Securities America Advisors, Invest Financial Corp and Securities America, Inc. Securities America Advisors, Inc is located in Denver, Colorado, and has 1,238 additional brick-and-mortar locations throughout the country. In total, Securities America Advisors, Inc oversees $22 billion in assets dispersed across 141,149 client accounts and retains more than 1,875 people. The firm's total assets under management makes it one of the biggest firms in the country. The firm manages 77,459 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Securities America Advisors, Inc can offer 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. The firm's fees may 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
Laura Uchida Work History
Laura has 15 years of experience.
Securities America Advisors
Securities America, Inc
Invest Financial Corp
Laura Uchida has no disclosures.
Please visit their SEC profile for more details.