Securities America Advisors, Inc
About this Advisor
Allison Sukup is a financial advisor located in La Vista, Nebraska. Currently a registered financial advisor at Securities America Advisors, Inc, Sukup has 11 years of professional experience in the financial advisory industry. Sukup has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Sukup can work with customers in Nebraska. The advisor has gained experience at Securities America Inc and Securities America Advisors. Securities America Advisors, Inc is headquartered in La Vista, Nebraska, and has 1,271 locations across the nation. In aggregate, Securities America Advisors, Inc manages $29 billion in assets throughout 184,356 accounts and employs more than 1,989 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. 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 advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. 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
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
Allison Sukup Work History
Allison has 11 years of experience.
Securities America Advisors
Securities America Inc
Allison Sukup has no disclosures.
Please visit their SEC profile for more details.
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