Mark
Holody

Securities America Advisors, Inc

CRD#5790997
Investment Advisor
in Farmington, MI

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About this Advisor

Mark Holody is an advisor who works in Farmington, Michigan. Currently an advisor with Securities America Advisors, Inc, they have accrued 10 years of practice in the financial advisory industry. Holody maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Holody is able to work with clients based out of Michigan. The advisor has gained experience at Equitas America Financial Group, Securities America Inc and Securities America Advisors, Inc. Securities America Advisors, Inc is located in Farmington, Michigan, and has 1,271 other offices across the United States. As a registered investment advisory firm, Securities America Advisors, Inc manages $29 billion in assets throughout 184,356 accounts and retains more than 1,989 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the United States. The firm manages 127,618 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 15% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Securities America Advisors, Inc offers 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 may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

30680 W 12 Mile Rd
Farmington, MI 48334-3808

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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 Holody Work History

Mark has 10 years of experience.

2012 - Present (9 years)

Securities America Advisors, Inc

2011 - Present (10 years)

Securities America Inc

2010 - 2011 (1 year)

Equitas America Financial Group

Disclosures

Mark Holody has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Lisa Baker
Missoula, MT
Hillary Kent
Addison, TX
Eve Opland
Onalaska, WI
Tracie Baiz
Sacramento, CA
Bruce Aken
Omaha, NE
Andrew Zanowski
Chesterfield, MO
Daniel Hill
Sheboygan, WI
Gregory Ehrig
Durango, CO

This content was compiled from the SEC and FINRA.

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