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 operating out of La Vista, Nebraska with 4 years of industry experience. Patino is currently employed by Securities America Advisors, Inc. Over the course of their career, they have held roles at Securities America, Inc, Securities America Inc and Securities America Advisors. Patino holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Nebraska. Securities America Advisors, Inc is a financial advisory company that has its headquarters in La Vista, NE. It has offices in 1,469 locations and a total of 3,748 people on staff. It controls $38 billion in total assets between its 200,228 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises five charitable organizations. Of its 200,228 client accounts, just 5% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on which service is offered. However, fees billed by Securities America Advisors, Inc likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

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

$38,163,842,160

NE Average: $1,978,216,465
Total Number of Employees

3,748

NE Average: 226
Total Number of Accounts

200,228

NE Average: 7,467
Average Account Size

$190,602

NE Average: $264,928

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
  • Educational seminars/workshops

Anthony Patino Work History

Anthony has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Securities America, Inc

2018 - Present (6 years)

Securities America Advisors

2016 - 2018 (2 years)

Securities America Inc

2007 - 2016 (9 years)

Securities America Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Anthony Patino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Securities America Advisors, Inc

James Belenis
Davis, CA
Susan Roberts
La Vista, NE
Stephen Koessl
Frisco, TX
Derek Bohne
Midvale, UT
Lee Bashforth
Costa Mesa, CA
Wesley Hodges
Charlotte, NC
Steven Juul
Spokane, WA
Andi Yao
Burlingame, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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