Andrew
Mcvay

Securities America Advisors, Inc

CRD#6647335
Investment Advisor
in La Vista, NE

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About this Advisor

Andrew Mcvay is an advisor who is based in La Vista, Nebraska. Currently an advisor at Securities America Advisors, Inc, they have gathered 11 years of professional experience. Mcvay holds a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Mcvay is able to operate in Nebraska. Throughout their career, they have worked at Securities America, Inc, University Of Nebraska-Lincoln, Zurich American Insurance Company, Td Ameritrade, Elite Landscaping, Pizza Hut, Professional Research Consultants, Msr, Westside High School and Westside Middle School / High School. Securities America Advisors, Inc is based out of La Vista, Nebraska, and has 1,271 brick-and-mortar locations in the nation. In total, Securities America Advisors, Inc manages $29 billion in assets covering 184,356 accounts and retains more than 1,989 people. The amount of assets the firm manages makes it one of the biggest investment 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 firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Securities America Advisors, Inc can offer 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

12860 Port Grace Blvd
La Vista, NE 68128-8204

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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

Andrew Mcvay Work History

Andrew has 11 years of experience.

2020 - Present (1 year)

Securities America, Inc

2018 - Present (3 years)

Securities America, Inc

2017 - 2018 (1 year)

University Of Nebraska-Lincoln

2017 - 2017 (< 1 year)

Zurich American Insurance Company

2016 - 2017 (1 year)

University Of Nebraska-Lincoln

2016 - 2016 (< 1 year)

Td Ameritrade

2015 - 2016 (1 year)

University Of Nebraska-Lincoln

2015 - 2015 (< 1 year)

Elite Landscaping

2014 - 2015 (1 year)

University Of Nebraska-Lincoln

2014 - 2014 (< 1 year)

Pizza Hut

2013 - 2013 (< 1 year)

Professional Research Consultants

2013 - 2014 (1 year)

Westside High School

2012 - 2012 (< 1 year)

Msr

2012 - 2013 (1 year)

Westside High School

2009 - 2012 (3 years)

Westside Middle School / High School

Disclosures

Andrew Mcvay 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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