Benjamin
Mitchell

Securities America Advisors, Inc

CRD#4318609
Investment Advisor
in La Vista, NE

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About this Advisor

Benjamin Mitchell is a financial advisor who works in La Vista, Nebraska, with 20 years in the industry. Mitchell works at Securities America Advisors, Inc. They have been employed by Securities America Advisors, Inc for all of their career. Mitchell maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Nebraska. Securities America Advisors, Inc is a business operating in La Vista, Nebraska. The company has offices in 1,271 locations and a total of 1,989 employees. It controls $29 billion in assets across its 184,356 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 20 charities and foundations. Of its 184,356 customer accounts, 15% are held by high-net-worth clients who have at least $1 million in investable assets. Securities America Advisors, Inc has a wide array 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, publication of newsletters and educational seminars. Fees for financial management largely vary depending on the type of financial services. However, fee types charged by Securities America Advisors, Inc likely include any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

20 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

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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

Benjamin Mitchell Work History

Benjamin has 20 years of experience.

2000 - Present (21 years)

Securities America Inc

Disclosures

Benjamin Mitchell 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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