Securities America Advisors, Inc
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
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
Lisa Baker Work History
Lisa has 10 years of experience.
Securities America Inc
Securities America Advisors
Sii Investments, Inc
Lisa Baker has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
La Vista, NE
Jacksonville Beach, FL