Deborah
Friedman

Securities America Advisors, Inc

CRD#4520431
Investment Advisor
in La Vista, NE

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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

Series 63, Series 66

Years of Experience

18 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

Deborah Friedman Work History

Deborah has 18 years of experience.

2017 - Present (4 years)

Securities America, Inc

2017 - Present (4 years)

Securities America Advisors

2014 - 2017 (3 years)

Td Ameritrade

2011 - 2014 (3 years)

Ubs Financial Services Inc

2004 - 2011 (7 years)

First Heartland Capital Inc

2002 - 2011 (9 years)

The Capital Group

Disclosures

Deborah Friedman 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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