Dana
Baldridge

Securities America Advisors, Inc

CRD#5533330
Investment Advisor
in Sioux City, IA

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About this Advisor

Dana Baldridge is a financial advisor based out of Sioux City, Iowa, who has been in the advisory business for 10 years. Baldridge is an advisor for Securities America Advisors, Inc. Their career trajectory has included roles at Efs Group, Securities America, Inc, Vizio, Alorica and Securities America Advisors. Baldridge maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Iowa. Securities America Advisors, Inc is a firm based out of Sioux City, Iowa. The company has offices in 1,271 locations and a total of 1,989 financial advisors. It administers $29 billion in assets across its 184,356 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 20 charitable organizations. Of its 184,356 client accounts, 15% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company offers 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 fee schedules largely depend on which service is provided. Fee types billed by Securities America Advisors, Inc can consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

5764 Sunnybrook Dr
Sioux City, IA 51106

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$29,024,824,068

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

1,989

IA Average: 226
Total Number of Accounts

184,356

IA Average: 7,467
Average Account Size

$157,439

IA 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

Dana Baldridge Work History

Dana has 10 years of experience.

2018 - Present (3 years)

Securities America, Inc

2018 - Present (3 years)

Securities America Advisors

2012 - Present (9 years)

Efs Group

2011 - 2012 (1 year)

Vizio

2010 - 2011 (1 year)

Alorica

Disclosures

Dana Baldridge has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Hillary Kent
Addison, TX
Donald Seaman
La Vista, NE
Syed Nishat
New York, NY
John Mcclain
Overland Park, KS
Melissa Rose
Louisville, KY
Lisa Baker
Missoula, MT
Julia Miller
Sarasota, FL
Andrew Rich
Rochester, NY

This content was compiled from the SEC and FINRA.

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