Securities America Advisors, Inc
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
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
Gregory Smith Work History
Gregory has 24 years of experience.
Securities America Advisors
Arbor Point Advisors
Securities America Inc
Td Waterhouse Investor Services, Inc
Datek Online Financial Services LLC
Gregory Smith has no disclosures.
Please visit their SEC profile for more details.
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