Ryan
Newton
Securities America Advisors, Inc
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About this Advisor
Ryan Newton is a financial advisor working out of Birmingham, Alabama with a total of 1 year of relevant experience. Newton is currently employed by Securities America Advisors, Inc. Their career trajectory has included roles at Cambiar Investors, LLC, Janus Distributors LLC, Janus Management Holdings Corp, Foreside Fund Services, LLC, Sterling And Sage LLC, Cetera Investment Advisers LLC, Highland Capital Brokerage and Cetera Investment Services LLC. Newton has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to serve investors in Alabama. Securities America Advisors, Inc is a financial advisory business based out of La Vista, NE. The firm has offices in 1,469 locations and a total of 3,748 people on staff. It has $38 billion in assets across its 200,228 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves five charities and foundations. Of its 200,228 accounts, just 5% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Securities America Advisors, Inc provides 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 and educational seminars. Financial advisory fees largely depend on which services the firm provides the client. Fees charged by Securities America Advisors, Inc most likely consist of 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
Ryan Newton Work History
Ryan has been registered as a financial advisor for 1 years.*
Highland Capital Brokerage
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Sterling And Sage LLC
Cambiar Investors, LLC
Foreside Fund Services, LLC
Janus Distributors LLC
Janus Management Holdings Corp
*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 Ryan Newton 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
East Hartford, CT
Kimberly, WI
Midvale, UT
La Vista, NE
Fresno, CA
La Vista, NE
Spokane, WA
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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