Gregory
Fuller

Securities America Advisors, Inc

CRD#4014541
Investment Advisor
in La Vista, NE

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About this Advisor

Gregory Fuller is an advisor whose office is in La Vista, Nebraska. Currently a registered investment advisor at Securities America Advisors, Inc, Fuller has 14 years of professional experience in the financial advisory industry. Fuller holds Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Fuller is registered to work with investors based out of Nebraska. Over the course of their career, Fuller has held roles at Qa3 Financial Corp, Securities America Inc, Securities America Advisors, Inc and Arbor Point Advisors. Securities America Advisors, Inc is headquartered in La Vista, Nebraska, and operates out of 1,271 offices throughout the United States. In aggregate, Securities America Advisors, Inc manages $29 billion in assets dispersed across 184,356 accounts and employs more than 1,989 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the country. The firm manages 127,618 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Securities America Advisors, Inc can offer 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. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

14 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

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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

Gregory Fuller Work History

Gregory has 14 years of experience.

2013 - Present (8 years)

Arbor Point Advisors

2012 - Present (9 years)

Securities America Advisors, Inc

2011 - Present (10 years)

Securities America Inc

2006 - 2011 (5 years)

Qa3 Financial Corp

Disclosures

Gregory Fuller has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Mark Larson
Lincoln, NE
Michael Woods
Lake Worth, FL
William Vail
Jacksonville Beach, FL
Myles Maxey
Sacramento, CA
Marshall Matulia
Fayetteville, GA
Dustin Zuck
La Vista, NE
Christina Wolfe
Buffalo, NY
Hannah Rawls
Cincinnati, OH

This content was compiled from the SEC and FINRA.

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