Cory
Randall

Securities America Advisors, Inc

CRD#6419069
Investment Advisor
in La Vista, NE

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About this Advisor

Cory Randall is an advisor whose office is in La Vista, Nebraska. Currently a registered financial advisor at Securities America Advisors, Inc, Randall has 10 years of practice in the financial advisory industry. Randall has Series 63 and Series 66 licenses, which designate them as a securities broker. Randall is registered to work with clients based out of Nebraska. Throughout their career, Randall has worked at Barnes & Noble, Td Ameritrade, Securities America, Inc and Securities America Advisors. Securities America Advisors, Inc is located in La Vista, Nebraska, and operates out of 1,271 other brick-and-mortar locations across the United States. As a company, Securities America Advisors, Inc oversees $29 billion in assets throughout 184,356 client accounts and employs more than 1,989 people. The firm's total assets under management makes it one of the largest firms in the nation. The firm manages 127,618 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 15% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Securities America Advisors, Inc provides 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's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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 68128-8204

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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

Cory Randall Work History

Cory has 10 years of experience.

2019 - Present (2 years)

Securities America Advisors

2018 - Present (3 years)

Securities America, Inc

2014 - 2018 (4 years)

Td Ameritrade

2010 - 2014 (4 years)

Barnes & Noble

Disclosures

Cory Randall has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Daniel Vansingel
Caledonia, MI
David Zirko
Northbrook, IL
William Vail
Jacksonville Beach, FL
Bernadette Brown
Coraopolis, PA
Charles Renwick
Covington, LA
Kyle Younger
Overland Park, KS
Michael Gandet
Manahawkin, NJ
Elijah Yurkin
Hampton, VA

This content was compiled from the SEC and FINRA.

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