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 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

Series 66

Years of Experience

11 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

Allison Sukup Work History

Allison has 11 years of experience.

2016 - Present (5 years)

Securities America Advisors

2009 - Present (12 years)

Securities America Inc

Disclosures

Allison Sukup has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Mark Holody
Farmington, MI
Tyler Dicke
Mount Juliet, TN
Dana Baldridge
Sioux City, IA
Matthew Brakefield
Norwood Young America, MN
Merline Kurian
Amarillo, TX
Wayne Bisek
Oregon, WI
Steven Hart
Littleton, CO
John Campbell
Claremont, CA

This content was compiled from the SEC and FINRA.

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