Securities America Advisors, Inc
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
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
Andrew Welch Work History
Andrew has 16 years of experience.
Securities America Advisors
Securities America, Inc
Fidelity Brokerage Services LLC
Fidelity Personal And Workplace Advisors
Ameritas Investment Corp
Ameritas Life Insurance Corp
Central Financial Services
Tiaa-Cref Individual & Institutional Services, LLC
Amerivest Investment Management, LLC
Td Ameritrade, Inc
Andrew Welch has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
New York, NY
New York, NY