Eric
Allen

Securities America Advisors, Inc

CRD#5441941
Investment Advisor
in La Vista, NE

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About this Advisor

Eric Allen is a financial advisor operating in La Vista, Nebraska, with a total of 9 years of industry experience. Allen is an advisor for Securities America Advisors, Inc. Over the course of their career, they have held roles at Securities America Inc and Securities America Advisors. Allen maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Nebraska. Securities America Advisors, Inc is a financial advisory business that has its headquarters in La Vista, NE. The investment advisory business has offices in 1,469 locations and a total of 3,748 employees. It oversees $38 billion in assets between its 200,228 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to five charitable organizations. Of its 200,228 client accounts, just 5% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business has a number 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. A financial advisor's fees depend on which services the firm provides the client. Fees charged by Securities America Advisors, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

9 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

12325 Port Grace Blvd
La Vista, NE 68128

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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

Eric Allen Work History

Eric has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Securities America Advisors

2007 - Present (17 years)

Securities America Inc

*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 Eric Allen 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

Mark Hansen
San Jose, CA
David Maynard
Winston Salem, NC
Matthew Stange
Urbandale, IA
Derek Bohne
Midvale, UT
Clint Eikmeier
Omaha, NE
Hugh Carter
Richmond, VA
John Weekly
Omaha, NE
Edward Debay
East Hartford, CT

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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