Bradley
Werner

Securities America Advisors, Inc

CRD#2329211
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Bradley Werner is a financial advisor working out of Bonita Springs, Florida, who has been in the financial industry for 15 years. Werner is an employee of Securities America Advisors, Inc. Werner has gained experience at National Planning Corporation, Securities America Advisors and Securities America, Inc. Werner holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Florida and Indiana. Securities America Advisors, Inc is an advisory business that has its headquarters in Bonita Springs, Florida. The investment advisory business has offices in 1,238 locations and a total of 1,875 financial advisors. It has $22 billion in assets under management across its 141,149 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 65 charitable organizations. Of its 141,149 accounts, just 10% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Securities America Advisors, Inc provides a number 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. Fees for financial management usually vary depending on which services the firm provides the client. Fee types billed by Securities America Advisors, Inc may include some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

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

Yes

Office Location

Bonita Springs, FL

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$21,887,351,786

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

1,992

FL Average: 226
Total Number of Accounts

154,747

FL Average: 7,467
Average Account Size

$141,440

FL Average: $264,928

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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

Bradley Werner Work History

Bradley has 15 years of experience.

2017 - Present (2 years)

Securities America Advisors

2017 - Present (2 years)

Securities America, Inc

2003 - 2017 (14 years)

National Planning Corporation

Disclosures

Bradley Werner has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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