Aaron
Spahr

Securities America Advisors, Inc

CRD#2824316
Investment Advisor
in La Vista, NE

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About this Advisor

Aaron Spahr is an investment advisor whose office is in La Vista, Nebraska. Currently a registered financial advisor with Securities America Advisors, Inc, they have accrued an impressive 24 years of work experience as a financial advisor. Spahr maintains a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Spahr is registered to serve clients in Nebraska. Over the course of their career, they have held roles at Securities America, Inc and Securities America Advisors, Inc. Securities America Advisors, Inc is headquartered in La Vista, Nebraska, and operates out of 1,271 additional brick-and-mortar locations across the country. As an advisor firm, Securities America Advisors, Inc manages $29 billion in assets dispersed across 184,356 accounts and retains more than 1,989 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the United States. The firm manages 127,618 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Securities America Advisors, Inc offers 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 may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

24 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

12325 Port Grace Blvd
La Vista, NE 68128

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$29,024,824,068

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

1,989

NE Average: 226
Total Number of Accounts

184,356

NE Average: 7,467
Average Account Size

$157,439

NE 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

Aaron Spahr Work History

Aaron has 24 years of experience.

2003 - Present (18 years)

Securities America Advisors, Inc

1996 - Present (25 years)

Securities America, Inc

Disclosures

Aaron Spahr has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Mark Larson
Lincoln, NE
Michael Woods
Lake Worth, FL
William Vail
Jacksonville Beach, FL
Myles Maxey
Sacramento, CA
Marshall Matulia
Fayetteville, GA
Dustin Zuck
La Vista, NE
Christina Wolfe
Buffalo, NY
Hannah Rawls
Cincinnati, OH

This content was compiled from the SEC and FINRA.

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