Patrick
Robertson

Securities America Advisors, Inc

CRD#2005392
Investment Advisor
in Ocoee, FL

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About this Advisor

Patrick Robertson is a financial advisor based out of Ocoee, Florida with 4 years of relevant experience. Robertson currently works for Securities America Advisors, Inc. Over the course of their career, Robertson has held roles at Centaurus Finanical, Inc, Packerland Brokerage Services, The Patriot Financial Group D/B/A Greyhound Financial, Securities America, Inc and Securities America Advisors, Inc. Robertson maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Securities America Advisors, Inc is a registered investment firm that has its headquarters in La Vista, NE. The company has offices in 1,469 locations and a total of 3,748 advisors. It oversees $38 billion in assets between its 200,228 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves five charitable organizations. Of its 200,228 customer accounts, just 5% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Securities America Advisors, Inc has a number of services, including 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. Fees for financial management are based on which services the firm provides the client. Fee types charged by Securities America Advisors, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1513 Terra Verde Way
Ocoee, FL 34761

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

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

3,748

FL Average: 226
Total Number of Accounts

200,228

FL Average: 7,467
Average Account Size

$190,602

FL Average: $264,928

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

Patrick Robertson Work History

Patrick has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Securities America Advisors, Inc

2018 - Present (6 years)

The Patriot Financial Group D/B/A Greyhound Financial

2018 - Present (6 years)

Securities America, Inc

2015 - 2018 (3 years)

Packerland Brokerage Services

2011 - 2015 (4 years)

Centaurus Finanical, Inc

*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 Patrick Robertson 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

Neil Daley
Bristol, CT
Anne Kraljic
Toms River, NJ
Wesley Brown
La Vista, NE
Derek Bohne
Midvale, UT
Wesley Hodges
Charlotte, NC
Scott Blaney
Los Angeles, CA
Steven Juul
Spokane, WA
Mark Hansen
San Jose, CA

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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