Securities America Advisors, Inc
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About this Advisor
James Peters is a financial advisor based in Mankato, Minnesota, who has 10 years of financial industry experience. Peters is currently employed by Securities America Advisors, Inc. During their career, Peters has held roles at Sii Investments, Securities America Advisors, Securities America, Inc and Ameriprise Financial Services, Inc. Peters has a Series 63 license, designating them as a securities broker, and is able to operate in Minnesota. Securities America Advisors, Inc is an advisory company that has its headquarters in Mankato, Minnesota. The firm has offices in 1,285 locations and a total of 1,992 financial advisors. It handles $22 billion in assets under management among its 154,747 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 59 charities and foundations. Of its 154,747 accounts, 15% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company has a number of services, such as 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. Financial advisory fee schedules are based on which services are provided. However, fee types charged by Securities America Advisors, Inc most likely include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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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
James Peters Work History
James has 11 years of experience.
Securities America Advisors
Securities America, Inc
Ameriprise Financial Services, Inc
James Peters has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
Jefferson City, MO
San Francisco, CA