Kyle
Platt

Securities America Advisors, Inc

CRD#5792314
Investment Advisor
in Noblesville, IN

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About this Advisor

Kyle Platt is a financial advisor operating out of Noblesville, Indiana, who has been in the financial industry for 10 years. Platt works at Securities America Advisors, Inc. Their career trajectory has included roles at Wabash College, Edward Jones, Pnc Investments, Pnc Bank, Securities America, Inc and Securities America Advisors. Platt maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Indiana. Securities America Advisors, Inc is a financial advisory firm that has its headquarters in Noblesville, Indiana. The firm has offices in 1,285 locations and a total of 1,992 advisors. It manages $22 billion in assets under management among its 154,747 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 59 charities and foundations. Of its 154,747 accounts, 15% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Securities America Advisors, Inc 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, publication of newsletters and educational seminars. Financial management fees usually depend on the type of services provided. However, fees billed by Securities America Advisors, Inc most likely consist of some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

835 Conner St
Noblesville, IN 46060

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$21,887,351,786

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

1,992

IN Average: 226
Total Number of Accounts

154,747

IN Average: 7,467
Average Account Size

$141,440

IN Average: $264,928

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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

Kyle Platt Work History

Kyle has 11 years of experience.

2017 - Present (3 years)

Securities America, Inc

2017 - Present (3 years)

Securities America Advisors

2013 - 2017 (4 years)

Pnc Investments

2013 - 2017 (4 years)

Pnc Bank

2010 - 2013 (3 years)

Edward Jones

2009 - 2010 (1 year)

Wabash College

Disclosures

Kyle Platt has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Bruce Aken
Omaha, NE
Robert Jamison
Redlands, CA
Tom Mcdermott
La Vista, NE
Daniel Vansingel
Caledonia, MI
Neel Keiser
Kenesaw, NE
Aaron Schmitz
Jefferson City, MO
John Fitzgerald
La Vista, NE
Kyle Witman
Rochester, NY

This content was compiled from the SEC and FINRA.

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