Donnel
Dickerson

Securities America Advisors, Inc

CRD#67313
Investment Advisor
in Bloomfield Hills, MI

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About this Advisor

Donnel Dickerson is a financial advisor based in Bloomfield Hills, Michigan who has 3 years of relevant experience. Dickerson is on the advisory team at Securities America Advisors, Inc. The advisor has gained experience at The Dickerson Group Inc (General Americ, Walnut Street Securities, Inc, Securities Service Network, Ssn Advisory, Inc, Securities America, Inc and Securities America Advisors, Inc. Dickerson maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Michigan. Securities America Advisors, Inc is a registered investment business that has its headquarters in La Vista, NE. The company has offices in 1,469 locations and a total of 3,748 advisors. It controls $38 billion in total assets among its 200,228 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises five charities and foundations. Of its 200,228 client accounts, just 5% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm has a wide set 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 management usually depend on which service is provided. Fee types charged by Securities America Advisors, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

36880 Woodward, Suite 200
Bloomfield Hills, MI 48304

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

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

3,748

MI Average: 226
Total Number of Accounts

200,228

MI Average: 7,467
Average Account Size

$190,602

MI 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

Donnel Dickerson Work History

Donnel has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Securities America, Inc

2020 - Present (4 years)

Securities America Advisors, Inc

1972 - Present (52 years)

The Dickerson Group Inc (General Americ

2013 - 2020 (7 years)

Securities Service Network

2013 - 2020 (7 years)

Ssn Advisory, Inc

1986 - 2013 (27 years)

Walnut Street Securities, 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 Donnel Dickerson 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

Elisabeth Mays
La Vista, NE
Michelle Lee
Los Angeles, CA
Laura Humphrey
Saint Cloud, MN
Derek Bohne
Midvale, UT
Charlene Monts
Reisterstown, MD
John Tully
Omaha, NE
Luca Procel
Issaquah, WA
Christopher Holloway
Hampton, VA

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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