Securities America Advisors, Inc

Investment Advisor
in Missoula, MT

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About this Advisor

Lisa Baker is an investment advisor in Missoula, Montana. Currently a registered investment advisor at Securities America Advisors, Inc, they have accumulated 10 years of experience in the financial advisory industry. Baker maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Baker can act as an advisor in Montana. During their career, Baker has held roles at Sii Investments, Inc, Securities America Inc and Securities America Advisors. Securities America Advisors, Inc is headquartered in Missoula, Montana, and operates out of 1,271 other offices across the country. In aggregate, Securities America Advisors, Inc oversees $29 billion in assets covering 184,356 accounts and retains more than 1,989 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the nation. The firm manages 127,618 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 15% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Securities America Advisors, Inc can provide 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



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


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


MT Average: 226
Total Number of Accounts


MT Average: 7,467
Average Account Size


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

Lisa Baker Work History

Lisa has 10 years of experience.

2015 - Present (6 years)

Securities America Inc

2015 - Present (6 years)

Securities America Advisors

2010 - 2015 (5 years)

Sii Investments, Inc


Lisa Baker has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Eve Opland
Onalaska, WI
Tom Mcdermott
La Vista, NE
Hilary Campbell
Claremont, CA
Patrick Williams
Carlisle, PA
Marshall Matulia
Fayetteville, GA
Bradley Alvarez
Chesterton, IN
Thomas Thorndike
Pipersville, PA
William Vail
Jacksonville Beach, FL

This content was compiled from the SEC and FINRA.

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