Timothy
Aguillard
Securities America Advisors, Inc
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About this Advisor
Timothy Aguillard is a personal financial specialist operating out of Lake Charles, Louisiana with 20 years of relevant experience. Aguillard currently works for Securities America Advisors, Inc. Their career trajectory has included roles at Securities America, Inc and Securities America Advisors, Inc. Aguillard has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Louisiana and Texas. Securities America Advisors, Inc is a financial advisory firm headquartered in La Vista, NE. It has offices in 1,469 locations and a total of 3,748 financial advisors. It controls $38 billion in total assets among its 200,228 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises five charitable organizations. Of its 200,228 client accounts, just 5% are held by high-net-worth individuals who have at least $1 million in investable assets. Securities America Advisors, Inc performs a number of services, including 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. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees charged by Securities America Advisors, Inc likely include 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
Timothy Aguillard Work History
Timothy has been registered as a financial advisor for 20 years.*
Securities America, Inc
Securities America Advisors, Inc
*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 Timothy Aguillard 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
La Vista, NE
Southlake, TX
Johnston, RI
Midvale, UT
Weslaco, TX
Gothenburg, 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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