Christopher
Quarles

Securities America Advisors, Inc

CRD#4051314
Investment Advisor
in La Vista, NE

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About this Advisor

Christopher Quarles is a financial advisor operating in La Vista, Nebraska with a total of 4 years of industry experience. Quarles is an advisor for Securities America Advisors, Inc. Over the course of their career, they have held roles at Securities America, Inc and Securities America Advisors, Inc. Quarles has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Nebraska. Securities America Advisors, Inc is a financial advisory firm operating out of La Vista, NE. The firm has offices in 1,469 locations and a total of 3,748 employees. It controls $38 billion in total assets between its 200,228 customer accounts, making it one of the biggest financial advisory firms in the country 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 assets available to invest. Securities America Advisors, Inc has a broad set 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 for financial management are based on which service is offered. Fees billed by Securities America Advisors, Inc likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Christopher Quarles Work History

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

2009 - Present (15 years)

Securities America Advisors, Inc

2008 - Present (16 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 Christopher Quarles 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

Edward Debay
East Hartford, CT
Denis Conlon
Orland Park, IL
Brandon Warman
Kimberly, WI
Derek Bohne
Midvale, UT
Donald Seaman
La Vista, NE
Mark Hansen
San Jose, CA
Steven Juul
Spokane, WA
Christopher Conti
Johnston, RI

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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