Securities America Advisors, Inc
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About this Advisor
Joe Barthel is a financial advisor whose office is in West Des Moines, Iowa. Currently an investment advisor with Securities America Advisors, Inc, they have gathered 16 years of work experience in the financial advisory industry. Barthel has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Barthel is registered to work with clients based out of Iowa and Texas. Their career trajectory has included roles at B And C Financial LLC, Securities America, Inc, Qa3 and Securities America Advisors. Securities America Advisors, Inc is headquartered in West Des Moines, Iowa, and operates out of 1,238 other locations in the nation. As a registered advisory firm, Securities America Advisors, Inc oversees $22 billion in assets throughout 141,149 client accounts and employs more than 1,875 people. The firm's total assets under management places it among the biggest firms in the nation. The firm manages 77,459 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Securities America Advisors, Inc can provide 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. The firm's fees may include 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
Joe Barthel Work History
Joe has 16 years of experience.
Securities America, Inc
Securities America Advisors
B And C Financial LLC
Joe Barthel has disclosures.
Please visit their SEC profile for more details.
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