Adam
Sloan
Securities America Advisors, Inc
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About this Advisor
Adam Sloan is a financial advisor who works in Kalispell, Montana with a total of 5 years of industry experience. Sloan is on the advisory team at Securities America Advisors, Inc. The advisor has gained experience at Securities America, Inc, Noble Excavating, Inc and Securities America Advisors. Sloan has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Montana. Securities America Advisors, Inc is a 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 assets across its 200,228 accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 200,228 client accounts, just 5% are held by high-net-worth investors who have greater than $1 million in investable assets. Securities America Advisors, Inc has a wide range 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 and educational seminars. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fee types billed by Securities America Advisors, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Securities America Advisors, Inc Brokerage Details
$38,163,842,160
3,748
200,228
$190,602
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
Adam Sloan Work History
Adam has been registered as a financial advisor for 5 years.*
Securities America Advisors
Securities America, Inc
Noble Excavating, 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 Adam Sloan 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
Johnston, RI
Omaha, NE
Spokane, WA
Midvale, UT
La Vista, NE
Burlingame, CA
La Vista, NE
Costa Mesa, CA
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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