Brent
Stricklett

Securities America Advisors, Inc

CRD#4993654
Investment Advisor
in La Vista, NE

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About this Advisor

Brent Stricklett is a chartered financial analyst working in La Vista, Nebraska with a total of 5 years of relevant experience. Stricklett currently works for Securities America Advisors, Inc. Their career trajectory has included roles at Securities America, Inc, Securities America Advisors Inc, Catch-A-Lobster LLC, Mutual Of Omaha Investor Services, Securities America Advisors and Ladenburg Thalmann & Co. Inc. Stricklett maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Nebraska. Securities America Advisors, Inc is a registered investment business headquartered in La Vista, NE. The firm has offices in 1,469 locations and a total of 3,748 employees. It controls $38 billion in assets between its 200,228 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves five charitable organizations. Of its 200,228 accounts, just 5% are associated with high-net-worth investors who have more than $1 million in investable assets. The company performs a broad assortment 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. Fees charged by financial advisors are based on which services are provided. However, fee types billed by Securities America Advisors, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

5 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

Brent Stricklett Work History

Brent has been registered as a financial advisor for 5 years.*

2019 - Present (5 years)

Ladenburg Thalmann & Co. Inc

2018 - Present (6 years)

Securities America, Inc

2018 - Present (6 years)

Securities America Advisors

2015 - 2018 (3 years)

Mutual Of Omaha Investor Services

2011 - 2016 (5 years)

Catch-A-Lobster LLC

2008 - 2015 (7 years)

Securities America Advisors Inc

2007 - 2015 (8 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 Brent Stricklett 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

John Weekly
Omaha, NE
Neil Daley
Bristol, CT
Brandon Warman
Kimberly, WI
Derek Bohne
Midvale, UT
Edward Debay
East Hartford, CT
Matthew Stange
Urbandale, IA
Richard Dutrisac
Costa Mesa, CA
Steven Juul
Spokane, WA

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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