Derrick
Clevenger

Securities America Advisors, Inc

CRD#7451751
Investment Advisor
in Kearney, NE

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About this Advisor

Derrick Clevenger is a financial advisor who works out of Kearney, Nebraska with a total of 2 years of relevant experience. Clevenger is an employee of Securities America Advisors, Inc. During their career, the advisor has held roles at Securities America Advisors, Futurity First Insurance Group, Syngenta and Heritage Bank. Clevenger holds a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Nebraska. Securities America Advisors, Inc is a registered investment firm that has its headquarters in La Vista, NE. The company has offices in 1,469 locations and a total of 3,748 employees. It controls $38 billion in assets under management between its 200,228 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises five charitable organizations. Of its 200,228 accounts, just 5% are associated with high-net-worth clients who have more than $1 million in investable assets. The business provides 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 and educational seminars. Financial advisory fees largely are based on which services are provided. Fees charged by Securities America Advisors, Inc likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3715 29Th Ave
Kearney, NE 68845

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

NE Average: $1,978,216,465
Total Number of Employees

3,748

NE Average: 226
Total Number of Accounts

200,228

NE Average: 7,467
Average Account Size

$190,602

NE Average: $264,928

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
  • Educational seminars/workshops

Derrick Clevenger Work History

Derrick has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Securities America Advisors

2018 - Present (6 years)

Futurity First Insurance Group

2014 - 2018 (4 years)

Syngenta

2008 - 2014 (6 years)

Heritage Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Derrick Clevenger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Securities America Advisors, Inc

Steven Juul
Spokane, WA
Brandon Warman
Kimberly, WI
Richard Dutrisac
Costa Mesa, CA
Derek Bohne
Midvale, UT
Christopher Conti
Johnston, RI
Andi Yao
Burlingame, CA
Donald Seaman
La Vista, NE
Erinn Ford
La Vista, NE

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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