Marshall
Matulia

Securities America Advisors, Inc

CRD#6515495
Investment Advisor
in Fayetteville, GA

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About this Advisor

Marshall Matulia is a financial advisor based in Fayetteville, Georgia with 6 years of relevant experience. Matulia is on the advisory team at Securities America Advisors, Inc. Their career trajectory has included roles at Securities America Inc, University Of Georgia, Pets Supplies Plus, Abraham Baldwin Agricultural College and Securities America Advisors. Matulia maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia. Securities America Advisors, Inc is an advisory business operating out of La Vista, NE. The firm has offices in 1,469 locations and a total of 3,748 employees. It has $38 billion in assets between its 200,228 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves five charities and foundations. Of its 200,228 accounts, just 5% belong to high-net-worth investors who have at least $1 million in investable assets. Securities America Advisors, Inc offers 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 charged by financial advisors largely depend on which services the firm provides the client. Fees charged by Securities America Advisors, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

500 W Lanier Ave. Ste. 903B
Fayetteville, GA 30214

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

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

3,748

GA Average: 226
Total Number of Accounts

200,228

GA Average: 7,467
Average Account Size

$190,602

GA 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

Marshall Matulia Work History

Marshall has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Securities America Advisors

2015 - Present (9 years)

Securities America Inc

2014 - 2015 (1 year)

University Of Georgia

2013 - 2014 (1 year)

University Of Georgia

2013 - 2013 (< 1 year)

Pets Supplies Plus

2012 - 2013 (1 year)

Abraham Baldwin Agricultural College

*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 Marshall Matulia 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

Christopher Conti
Johnston, RI
Mark Hansen
San Jose, CA
Steven Juul
Spokane, WA
Derek Bohne
Midvale, UT
Brandon Warman
Kimberly, WI
John Weekly
Omaha, NE
Erinn Ford
La Vista, NE
Richard Dutrisac
Costa Mesa, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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