Securities America Advisors, Inc
About this Advisor
John Fitzgerald is a financial advisor who works out of La Vista, Nebraska, who has been in the advisory business for 10 years. Fitzgerald is an employee of Securities America Advisors, Inc. Their career trajectory has included roles at Foothill Securities, Inc, Metis Retirement Plan Consultants, LLC, Securities America, Inc and Securities America Advisors, Inc. Fitzgerald holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Securities America Advisors, Inc is a registered investment company based out of La Vista, Nebraska. The investment advisory business has offices in 1,271 locations and a total of 1,989 employees. It handles $29 billion in assets among its 184,356 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 20 charities and foundations. Of its 184,356 customer accounts, 15% are associated with high-net-worth clients who have greater than $1 million in assets. The firm performs a wide range 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. Fees charged by financial advisors depend on the financial services offered. However, fee types charged by Securities America Advisors, Inc most likely include some blend 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
John Fitzgerald Work History
John has 10 years of experience.
Securities America, Inc
Securities America Advisors, Inc
Metis Retirement Plan Consultants, LLC
Foothill Securities, Inc
John Fitzgerald 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