Allison
Sukup

Securities America Advisors, Inc

CRD#5700694
Investment Advisor
in La Vista, NE

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About this Advisor

Allison Sukup is a financial advisor operating in La Vista, Nebraska with a total of 7 years of relevant experience. Sukup is an advisor for Securities America Advisors, Inc. Over the course of their career, they have held roles at Securities America Inc and Securities America Advisors. Sukup maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Nebraska. Securities America Advisors, Inc is a financial advisory company that has its headquarters in La Vista, NE. It has offices in 1,469 locations and a total of 3,748 employees. It has $38 billion in total assets across its 200,228 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to five charitable organizations. Of its 200,228 customer accounts, just 5% are held by high-net-worth individuals who have more than $1 million in assets. The business provides a diverse set of services, including 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. Financial management fee schedules typically vary depending on which services are offered. Fees billed by Securities America Advisors, Inc likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

12325 Port Grace Blvd
La Vista, NE 68128

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

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

3,748

NE Average: 226
Total Number of Accounts

200,228

NE Average: 7,467
Average Account Size

$190,602

NE Average: $264,928

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

Allison Sukup Work History

Allison has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Securities America Advisors

2009 - Present (15 years)

Securities America 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 Allison Sukup 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

Matthew Russell
La Vista, NE
David Barol
Bala Cynwyd, PA
Steven Felchle
Bismarck, ND
Derek Bohne
Midvale, UT
Laura Humphrey
Saint Cloud, MN
Michelle Lee
Los Angeles, CA
Erinn Ford
La Vista, NE
Luca Procel
Issaquah, WA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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