Alexandra
Parrish
Securities America Advisors, Inc
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About this Advisor
Alexandra Parrish is a financial advisor operating out of Indianapolis, Indiana with 1 year of relevant experience. Parrish is an employee of Securities America Advisors, Inc. Over the course of their career, they have held roles at Securities America, Inc, The Spectrum Financial Group, Inc, Zeller Realty Group, Hi Management, Adp, Brother'S Bar & Grill, Wellington Northeast Pool & Recreation, Mary Kay Inc and Securities America Advisors. Parrish maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Indiana. 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 people on staff. It controls $38 billion in total assets between its 200,228 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 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 assets. The company has 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. Financial management fee schedules usually vary depending on the financial services provided. Fee types charged by Securities America Advisors, Inc can consist of 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
Alexandra Parrish Work History
Alexandra has been registered as a financial advisor for 1 years.*
Securities America Advisors
Securities America, Inc
The Spectrum Financial Group, Inc
Mary Kay Inc
Zeller Realty Group
Hi Management
Adp
Brother'S Bar & Grill
Wellington Northeast Pool & Recreation
*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 Alexandra Parrish 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
Johnston, RI
Fresno, CA
Spokane, WA
Midvale, UT
Kimberly, WI
Omaha, NE
La Vista, NE
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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