Andrew
Welch

Securities America Advisors, Inc

CRD#4051418
Investment Advisor
in La Vista, NE

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About this Advisor

Andrew Welch is an investment advisor whose office is in La Vista, Nebraska. Currently an investment advisor at Securities America Advisors, Inc, Welch has 16 years of professional experience as a financial advisor. Welch maintains Series 63 and Series 66 licenses, certifying them as a securities agent. Welch can work with clients in Nebraska. Over the course of their career, Welch has held roles at Td Ameritrade, Inc, Ameritas Investment Corp, Ameritas Life Insurance Corp, Central Financial Services, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, Td Ameritrade, Securities America Advisors, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Amerivest Investment Management, LLC and Securities America, Inc. Securities America Advisors, Inc is headquartered in La Vista, Nebraska, and has 1,271 other offices throughout the country. In total, Securities America Advisors, Inc manages $29 billion in assets throughout 184,356 accounts and employs more than 1,989 people. The amount of assets the firm manages makes it one of the largest firms in the United States. The firm manages 127,618 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 15% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Securities America Advisors, Inc provides 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 63, Series 66

Years of Experience

16 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

Yes

Office Location

12325 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 Welch Work History

Andrew has 16 years of experience.

2019 - Present (2 years)

Securities America Advisors

2019 - Present (2 years)

Securities America, Inc

2019 - 2019 (< 1 year)

Td Ameritrade

2018 - 2019 (1 year)

Fidelity Brokerage Services LLC

2018 - 2019 (1 year)

Fidelity Personal And Workplace Advisors

2017 - 2018 (1 year)

Ameritas Investment Corp

2017 - 2018 (1 year)

Ameritas Life Insurance Corp

2017 - 2018 (1 year)

Central Financial Services

2016 - 2017 (1 year)

Tiaa

2016 - 2017 (1 year)

Tiaa-Cref Individual & Institutional Services, LLC

2006 - 2016 (10 years)

Amerivest Investment Management, LLC

2004 - 2016 (12 years)

Td Ameritrade, Inc

Disclosures

Andrew Welch has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Mamta Rai
Houston, TX
Marshall Matulia
Fayetteville, GA
Jerome Sullivan
Davis, CA
Michael Bobowski
Charlotte, NC
Syed Nishat
New York, NY
Aadil Zaman
New York, NY
Sarah Diffenderfer
Louisville, KY
John Joyce
Folsom, CA

This content was compiled from the SEC and FINRA.

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