Securities America Advisors, Inc
About this Advisor
David Peterson is a financial advisor working out of La Vista, Nebraska, who has 14 years of experience as a financial advisor. Peterson currently works for Securities America Advisors, Inc. Throughout their career, Peterson has worked at Sii Investments, Inc and Securities America, Inc. Peterson maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to serve investors in Nebraska. Securities America Advisors, Inc is a financial advisory company operating out of La Vista, Nebraska. The investment advisory business has offices in 1,271 locations and a total of 1,989 employees. It handles $29 billion in assets under management among its 184,356 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 20 charitable organizations. Of its 184,356 customer accounts, 15% are held by high-net-worth individuals who have at least $1 million in assets. The firm performs 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. Financial advisory fee schedules largely depend on the type of financial services offered. Fee types charged by Securities America Advisors, Inc likely include 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
David Peterson Work History
David has 14 years of experience.
Securities America, Inc
Sii Investments, Inc
David Peterson has no disclosures.
Please visit their SEC profile for more details.
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