Eric
Hays

Securities America Advisors, Inc

CRD#5834110
Investment Advisor
in Missoula, MT

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About this Advisor

Eric Hays is an investment advisor who is based in Missoula, Montana. Currently a registered advisor with Securities America Advisors, Inc, they have accrued 10 years of work experience in the financial advisory industry. Hays maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Hays is registered to advise investors based out of Montana. During their career, Hays has held roles at Sii Investments, Securities America Inc and Securities America Advisors, Inc. Securities America Advisors, Inc is headquartered in Missoula, Montana, and operates out of 1,271 additional brick-and-mortar locations in the United States. In total, Securities America Advisors, Inc manages $29 billion in assets across 184,356 accounts and employs more than 1,989 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. The firm manages 127,618 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 15% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Securities America Advisors, Inc provides 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

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

3700 S Russell St Ste 102
Missoula, MT 59801

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$29,024,824,068

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

1,989

MT Average: 226
Total Number of Accounts

184,356

MT Average: 7,467
Average Account Size

$157,439

MT 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

Eric Hays Work History

Eric has 10 years of experience.

2015 - Present (6 years)

Securities America Inc

2015 - Present (6 years)

Securities America Advisors, Inc

2010 - 2015 (5 years)

Sii Investments

Disclosures

Eric Hays has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Armand Fidler
Torrance, CA
Matthew Whitaker
Henrico, VA
John Mcclain
Overland Park, KS
Thomas Thorndike
Pipersville, PA
Michael Armstrong
Needham Heights, MA
Carson Hemmann
Kearney, NE
Robert Love
Clearfield, PA
David Zirko
Northbrook, IL

This content was compiled from the SEC and FINRA.

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