Alyson
Quinnelly

Securities America Advisors, Inc

CRD#1010966
Investment Advisor
in Haverhill, MA

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About this Advisor

Alyson Quinnelly is a financial advisor operating in Haverhill, Massachusetts. Quinnelly is an advisor for Securities America Advisors, Inc. Over the course of their career, they have held roles at Lpl Financial, LLC (Formerly: Linsco/ Private Ledger Corp.), Securities America, Inc, Patriot Financial Group, LLC and Securities America Advisors. Quinnelly has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Massachusetts. Securities America Advisors, Inc is an advisory company based in La Vista, NE. The company has offices in 1,469 locations and a total of 3,748 advisors. It oversees $38 billion in total assets across its 200,228 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 200,228 customer accounts, just 5% are held by high-net-worth investors who have at least $1 million in assets available to invest. Securities America Advisors, Inc offers 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 for financial advisory services usually are based on the services. Fees billed by Securities America Advisors, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

145 S Main St
Haverhill, MA 01835

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

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

3,748

MA Average: 226
Total Number of Accounts

200,228

MA Average: 7,467
Average Account Size

$190,602

MA Average: $264,928

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

Alyson Quinnelly Work History

Alyson has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Securities America Advisors

2022 - Present (2 years)

Securities America, Inc

2022 - 2023 (1 year)

Patriot Financial Group, LLC

2006 - 2022 (16 years)

Lpl Financial, LLC (Formerly: Linsco/ Private Ledger Corp.)

*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 Alyson Quinnelly 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

Wesley Brown
La Vista, NE
Jamie Taber
Russellville, AR
Edward Debay
East Hartford, CT
Derek Bohne
Midvale, UT
Clint Eikmeier
Omaha, NE
Hugh Carter
Richmond, VA
Erinn Ford
La Vista, NE
John Weekly
Omaha, NE

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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