Securities America Advisors, Inc
About this Advisor
Broderick Zach is a financial advisor located in La Vista, Nebraska. Currently an advisor at Securities America Advisors, Inc, they have accrued 14 years of professional experience. Zach holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Zach can advise customers in Nebraska. Over the course of their career, Zach has held roles at Securities America, Inc, Applied Underwriters, Fish Window Cleaning, Allstate Insurance, Omaha Steaks and Ladenburg Thalmann & Co. Inc. Securities America Advisors, Inc is based out of La Vista, Nebraska, and operates out of 1,271 offices in the country. As a registered investment firm, Securities America Advisors, Inc manages $29 billion in assets dispersed across 184,356 client accounts and employs more than 1,989 people. The firm's total assets under management places it among the largest firms in the United States. The firm manages 127,618 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 15% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Securities America Advisors, Inc can provide 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 may charge clients asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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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
Broderick Zach Work History
Broderick has 14 years of experience.
Ladenburg Thalmann & Co. Inc
Securities America, Inc
Fish Window Cleaning
Broderick Zach has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
Lake Worth, FL
Jacksonville Beach, FL
La Vista, NE