Anthony
Giuliano

Securities America Advisors, Inc

CRD#3027789
Investment Advisor
in La Vista, NE

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About this Advisor

Anthony Giuliano is a financial advisor operating out of La Vista, Nebraska, who has been in the advisory business for 17 years. Giuliano is on the advisory team at Securities America Advisors, Inc. Throughout their career, they have worked at Securities America, Inc, Securities America Advisors, Inc, Anthony R Giuliano- Insurance Sales, Foothill Securities, Inc and Anthony R Giuliano Ea- Tax Services. Giuliano has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Securities America Advisors, Inc is a registered investment business operating out of La Vista, Nebraska. It has offices in 1,271 locations and a total of 1,989 people on staff. It oversees $29 billion in assets under management across its 184,356 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 20 charitable organizations. Of its 184,356 client accounts, 15% belong to high-net-worth individuals who have greater than $1 million in assets. Securities America Advisors, Inc provides a diverse assortment of services, such as 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. Financial management fees vary depending on which services are provided. Fee types billed by Securities America Advisors, Inc most likely consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

17 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 68128-8204

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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

Anthony Giuliano Work History

Anthony has 17 years of experience.

2016 - Present (5 years)

Securities America, Inc

2016 - Present (5 years)

Securities America Advisors, Inc

2013 - Present (8 years)

Anthony R Giuliano- Insurance Sales

2007 - Present (14 years)

Anthony R Giuliano Ea- Tax Services

2003 - 2016 (13 years)

Foothill Securities, Inc

Disclosures

Anthony Giuliano 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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