John
Vipond

Securities America Advisors, Inc

CRD#1787624
Investment Advisor
in La Vista, NE

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About this Advisor

John Vipond is a financial advisor operating in La Vista, Nebraska, who has been in the financial industry for 20 years. Vipond currently works for Securities America Advisors, Inc. They have spent their whole career at Securities America Advisors, Inc. Vipond holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and can serve investors in Nebraska. Securities America Advisors, Inc is a registered investment company that has its headquarters in La Vista, Nebraska. The company has offices in 1,271 locations and a total of 1,989 employees. It handles $29 billion in assets under management across its 184,356 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 20 charitable organizations. Of its 184,356 client accounts, 15% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business provides 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. Fees for financial management vary depending on which services are offered. Fees billed by Securities America Advisors, Inc can consist of any blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

20 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

No

Office Location

12325 Port Grace Blvd
La Vista, NE 68128

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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

John Vipond Work History

John has 20 years of experience.

2000 - Present (21 years)

Securities America, Inc

Disclosures

John Vipond has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Timothy Gish
Scottsdale, AZ
Derek Bohne
Midvale, UT
Mark Friedman
Eastpoint, FL
Jeremy Jones
Roscoe, IL
David Zwick
Wellesley Hills, MA
Kyle Kues
Denver, CO
Max Lipsitz
Buffalo, NY
Connor Golden
Bensalem, PA

This content was compiled from the SEC and FINRA.

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