Securities America Advisors, Inc
About this Advisor
Deborah Friedman is a financial advisor operating out of La Vista, Nebraska, who has been in the advisory business for 18 years. Friedman works at Securities America Advisors, Inc. Friedman has gained experience at First Heartland Capital Inc, The Capital Group, Ubs Financial Services Inc, Td Ameritrade, Securities America, Inc and Securities America Advisors. Friedman holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to operate in Nebraska. Securities America Advisors, Inc is an advisory business operating in La Vista, Nebraska. The company has offices in 1,271 locations and a total of 1,989 people on staff. It controls $29 billion in assets between its 184,356 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 20 charitable organizations. Of its 184,356 accounts, 15% belong to high-net-worth clients who have more than $1 million in assets. The firm performs a diverse range 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, publication of newsletters and educational seminars. Financial advisory fee schedules vary depending on the financial services provided. Fees charged by Securities America Advisors, Inc most 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
Deborah Friedman Work History
Deborah has 18 years of experience.
Securities America, Inc
Securities America Advisors
Ubs Financial Services Inc
First Heartland Capital Inc
The Capital Group
Deborah Friedman has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
Jacksonville Beach, FL
Overland Park, KS