Securities America Advisors, Inc
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
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
Janice Powell Work History
Janice has 12 years of experience.
Securities America Advisors
Pagnatokarp Partners, LLC
The Index Group
Convergent Wealth Advisors, LLC
Cavanal Hill Investment Management
Amegy Investments, Inc
Contango Capital Advisors
Janice Powell has disclosures.
Please visit their SEC profile for more details.
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