Brandon
Vecchio

Securities America Advisors, Inc

CRD#5471555
Investment Advisor
in La Vista, NE

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About this Advisor

Brandon Vecchio is a financial advisor working out of La Vista, Nebraska, who has 6 years of industry experience. Vecchio is on the advisory team at Securities America Advisors, Inc. Throughout their career, they have worked at Securities America Inc, Carson Wealth Management and Securities America Advisors. Vecchio maintains a Series 66 license, designating 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 operating out of La Vista, NE. It has offices in 1,469 locations and a total of 3,748 employees. It handles $38 billion in assets among its 200,228 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves five charities and foundations. Of its 200,228 client accounts, just 5% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Securities America Advisors, Inc has a wide range 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 and educational seminars. Financial management fee schedules largely depend on which services the firm provides the client. However, fee types billed by Securities America Advisors, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

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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

Brandon Vecchio Work History

Brandon has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Securities America Advisors

2014 - Present (10 years)

Securities America Inc

2013 - 2014 (1 year)

Carson Wealth Management

*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 Brandon Vecchio 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

Elisabeth Mays
La Vista, NE
David Barol
Bala Cynwyd, PA
Laura Humphrey
Saint Cloud, MN
Derek Bohne
Midvale, UT
Charlene Monts
Reisterstown, MD
John Tully
Omaha, NE
Luca Procel
Issaquah, WA
David Maynard
Winston Salem, NC

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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