Mark
Heisey

Securities America Advisors, Inc

CRD#4258866
Investment Advisor
in Allen Park, MI

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About this Advisor

Mark Heisey is an advisor who is based in Allen Park, Michigan. Currently a registered advisor at Securities America Advisors, Inc, Heisey has 14 years of professional experience in the financial advisory industry. Heisey has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Heisey can advise clients based out of Michigan. During their career, Heisey has held roles at Cedar Brook Financial Partners, LLC, Securities America Advisors, Inc, Securities America, Inc and Dalon Tax Service. Securities America Advisors, Inc is headquartered in Allen Park, Michigan, and operates out of 1,271 other brick-and-mortar locations in the United States. In aggregate, Securities America Advisors, Inc manages $29 billion in assets across 184,356 client accounts and retains more than 1,989 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the country. The firm manages 127,618 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Securities America Advisors, Inc can offer 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

Series 63, Series 65

Years of Experience

14 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

17150 Ecorse Rd
Allen Park, MI 48101-2454

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$29,024,824,068

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

1,989

MI Average: 226
Total Number of Accounts

184,356

MI Average: 7,467
Average Account Size

$157,439

MI Average: $264,928

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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

Mark Heisey Work History

Mark has 14 years of experience.

2018 - Present (3 years)

Cedar Brook Financial Partners, LLC

2011 - Present (10 years)

Securities America Advisors, Inc

2009 - Present (12 years)

Dalon Tax Service

2006 - Present (15 years)

Securities America, Inc

Disclosures

Mark Heisey has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Merline Kurian
Amarillo, TX
David Mann
Fargo, ND
William Vail
Jacksonville Beach, FL
Frances Mckay
Peoria, IL
Paul Michaluk
Jericho, NY
Debbie Deaton
La Vista, NE
Daniel Hill
Sheboygan, WI
Christopher Lawes
Saint Paul, MN

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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