Securities America Advisors, Inc
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
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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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.
Securities America, Inc
Securities America Advisors
Dana Baldridge has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
La Vista, NE
New York, NY
Overland Park, KS