Janice
Powell

Securities America Advisors, Inc

CRD#4519492
Investment Advisor
in La Vista, NE

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About this Advisor

Janice Powell is a financial advisor who works out of La Vista, Nebraska, with 12 years of work experience. Powell is currently employed by Securities America Advisors, Inc. During their career, the advisor has held roles at Contango Capital Advisors, Amegy Investments, Inc, Bok Financial, Cavanal Hill Investment Management, The Index Group, Pagnatokarp Partners, LLC, Securities America Advisors and Convergent Wealth Advisors, LLC. Powell holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Nebraska. Securities America Advisors, Inc is a registered investment company that has its headquarters in La Vista, Nebraska. The investment advisory business has offices in 1,271 locations and a total of 1,989 employees. It administers $29 billion in assets under management between its 184,356 accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 20 charitable organizations. Of its 184,356 accounts, 15% are associated with high-net-worth investors who have greater than $1 million in investable assets. Securities America Advisors, Inc performs 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, publication of newsletters and educational seminars. A financial advisor's fee schedules largely vary depending on the services. Fees billed by Securities America Advisors, Inc can be comprised of some combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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

Yes

Office Location

12325 Port Grace Blvd.
La Vista, NE 68128-8204

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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

Janice Powell Work History

Janice has 12 years of experience.

2018 - Present (3 years)

Securities America Advisors

2018 - 2018 (< 1 year)

Pagnatokarp Partners, LLC

2017 - 2018 (1 year)

The Index Group

2016 - 2016 (< 1 year)

Convergent Wealth Advisors, LLC

2014 - 2016 (2 years)

Bok Financial

2014 - 2015 (1 year)

Cavanal Hill Investment Management

2012 - 2014 (2 years)

Amegy Investments, Inc

2008 - 2014 (6 years)

Contango Capital Advisors

Disclosures

Janice Powell has 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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