Anthony
Patino

Securities America Advisors, Inc

CRD#5010393
Investment Advisor
in La Vista, NE

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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

Series 66

Years of Experience

13 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 Patino Work History

Anthony has 13 years of experience.

2018 - Present (3 years)

Securities America, Inc

2018 - Present (3 years)

Securities America Advisors

2016 - 2018 (2 years)

Securities America Inc

2007 - 2016 (9 years)

Securities America Inc

Disclosures

Anthony Patino 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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