Richard
Sackett
Securities America Advisors, Inc
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About this Advisor
Richard Sackett is a financial advisor based out of Batavia, Illinois with 3 years of relevant experience. Sackett is on the advisory team at Securities America Advisors, Inc. Over the course of their career, Sackett has held roles at Securities Service Network, Inc, Richard E. Sackett, Paragon Advisors, LLC, Securities America, Inc and Securities America Advisors, Inc. Sackett maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois. Securities America Advisors, Inc is an advisory firm that has its headquarters in La Vista, NE. The firm has offices in 1,469 locations and a total of 3,748 employees. It oversees $38 billion in assets under management across its 200,228 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 200,228 client accounts, just 5% are held by high-net-worth clients who have more than $1 million in assets available to invest. Securities America Advisors, Inc performs 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 and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees billed by Securities America Advisors, Inc likely include 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
Richard Sackett Work History
Richard has been registered as a financial advisor for 3 years.*
Securities America, Inc
Securities America Advisors, Inc
Richard E. Sackett
Securities Service Network, Inc
Paragon Advisors, LLC
*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 Richard Sackett 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
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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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