Securities America Advisors, Inc
About this Advisor
Eric Allen is a financial advisor working out of La Vista, Nebraska, who has 13 years of experience as a financial advisor. Allen is currently employed by Securities America Advisors, Inc. Over the course of their career, Allen has held roles at Securities America Inc and Securities America Advisors. Allen holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Nebraska. Securities America Advisors, Inc is a financial advisory firm headquartered in La Vista, Nebraska. The firm has offices in 1,271 locations and a total of 1,989 financial advisors. It oversees $29 billion in total assets among its 184,356 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 20 charitable organizations. Of its 184,356 accounts, 15% belong to high-net-worth investors who have at least $1 million in assets available to invest. Securities America Advisors, Inc 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, publication of newsletters and educational seminars. Financial advisory fees typically are based on which services the firm provides the client. However, fees charged by Securities America Advisors, Inc likely are comprised of 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
Eric Allen Work History
Eric has 13 years of experience.
Securities America Advisors
Securities America Inc
Eric Allen has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
Wellesley Hills, MA