Securities America Advisors, Inc
About this Advisor
Dan Drain is a financial advisor based out of La Vista, Nebraska, who has 21 years of professional experience. Drain is an employee of Securities America Advisors, Inc. During their career, Drain has held roles at Td Waterhouse Investor Services, Inc, Securities America, Inc, Securities America Advisors and Ameritrade. Drain has Series 63 and Series 66 licenses, qualifying them as a securities representative, and can advise clients in Nebraska. Securities America Advisors, Inc is an advisory company that has its headquarters in La Vista, Nebraska. The company has offices in 1,271 locations and a total of 1,989 employees. It manages $29 billion in assets under management between its 184,356 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 20 charities and foundations. Of its 184,356 client accounts, 15% are held by high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a number of services, including 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. A financial advisor's fees are based on which service is provided. Fee types charged by Securities America Advisors, Inc most likely are comprised of some combination of 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
Dan Drain Work History
Dan has 21 years of experience.
Securities America, Inc
Securities America Advisors
Td Waterhouse Investor Services, Inc
Dan Drain 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