Securities America Advisors, Inc
Answer a few questions and
get matched with an advisor.
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
Years of Experience
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
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Securities America Advisors
Securities America, Inc
National Planning Corporation
Bradley Werner has disclosures.
Please visit their SEC profile for more details.