Securities America Advisors, Inc
About this Advisor
Jill Rolfe is an advisor in La Vista, Nebraska. Currently a registered advisor at Securities America Advisors, Inc, they have gathered 15 years of professional experience as a financial advisor. Rolfe has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Rolfe is able to advise investors in Nebraska. Rolfe has gained experience at Ameritrade Inc, Td Waterhouse Investor Services, Inc, Elks Club and Securities America Inc. Securities America Advisors, Inc is based out of La Vista, Nebraska, and operates out of 1,271 additional offices throughout the country. As a company, Securities America Advisors, Inc manages $29 billion in assets dispersed across 184,356 accounts and employs more than 1,989 people. The firm's total assets under management makes it one of the largest financial advisory firms in the United States. The firm manages 127,618 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 15% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Securities America Advisors, Inc offers 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
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
Jill Rolfe Work History
Jill has 15 years of experience.
Securities America Inc
Td Waterhouse Investor Services, Inc
Jill Rolfe has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
Lake Worth, FL
Jacksonville Beach, FL
La Vista, NE