Securities America Advisors, Inc
About this Advisor
Anthony Patino is a financial advisor who works out of La Vista, Nebraska. Currently an investment advisor at Securities America Advisors, Inc, Patino has 13 years of professional experience as a registered investment advisor. Patino holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Patino can act as an advisor in Nebraska. Their career trajectory has included roles at Securities America, Inc, Securities America Inc and Securities America Advisors. Securities America Advisors, Inc is headquartered in La Vista, Nebraska, and has 1,271 additional offices in the country. Overall, Securities America Advisors, Inc manages $29 billion in assets throughout 184,356 client accounts and retains more than 1,989 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the nation. The firm manages 127,618 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. 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's fees may include 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
Anthony Patino Work History
Anthony has 13 years of experience.
Securities America, Inc
Securities America Advisors
Securities America Inc
Securities America Inc
Anthony Patino has no disclosures.
Please visit their SEC profile for more details.
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