Dan
Drain

Securities America Advisors, Inc

CRD#3210083
Investment Advisor
in La Vista, NE

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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

Series 63, Series 66

Years of Experience

21 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

Dan Drain Work History

Dan has 21 years of experience.

2019 - Present (2 years)

Securities America, Inc

2019 - Present (2 years)

Securities America Advisors

2006 - 2018 (12 years)

Td Waterhouse Investor Services, Inc

1999 - 2018 (19 years)

Ameritrade

Disclosures

Dan Drain has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Mark Larson
Lincoln, NE
Michael Woods
Lake Worth, FL
William Vail
Jacksonville Beach, FL
Myles Maxey
Sacramento, CA
Marshall Matulia
Fayetteville, GA
Dustin Zuck
La Vista, NE
Christina Wolfe
Buffalo, NY
Hannah Rawls
Cincinnati, OH

This content was compiled from the SEC and FINRA.

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