Gregory
Smith

Securities America Advisors, Inc

CRD#1657211
Investment Advisor
in La Vista, NE

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About this Advisor

Gregory Smith is a financial advisor operating out of La Vista, Nebraska, who has been in the industry for 24 years. Smith is on the advisory team at Securities America Advisors, Inc. During their career, Smith has held roles at Ameritrade, Datek Online Financial Services LLC, Td Waterhouse Investor Services, Inc, Securities America Inc, Securities America Advisors and Arbor Point Advisors. Smith has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Nebraska. Securities America Advisors, Inc is an advisory company operating out of La Vista, Nebraska. The investment advisory business has offices in 1,271 locations and a total of 1,989 financial advisors. It oversees $29 billion in assets across its 184,356 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 20 charities and foundations. Of its 184,356 client accounts, 15% are associated with high-net-worth individuals who have more than $1 million in assets. Securities America Advisors, Inc performs a number of services, including 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 management fees vary depending on the financial services. Fee types charged by Securities America Advisors, Inc likely consist of any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

24 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 Smith Work History

Gregory has 24 years of experience.

2013 - Present (8 years)

Securities America Advisors

2013 - Present (8 years)

Arbor Point Advisors

2012 - Present (9 years)

Securities America Inc

2006 - 2011 (5 years)

Td Waterhouse Investor Services, Inc

2002 - 2011 (9 years)

Datek Online Financial Services LLC

1996 - 2011 (15 years)

Ameritrade

Disclosures

Gregory Smith has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Mark Holody
Farmington, MI
Tyler Dicke
Mount Juliet, TN
Dana Baldridge
Sioux City, IA
Matthew Brakefield
Norwood Young America, MN
Merline Kurian
Amarillo, TX
Wayne Bisek
Oregon, WI
Steven Hart
Littleton, CO
John Campbell
Claremont, CA

This content was compiled from the SEC and FINRA.

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