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 based out of La Vista, Nebraska who has 5 years of relevant experience. Vipond is currently employed by Securities America Advisors, Inc. They have been employed by Securities America Advisors, Inc for their complete career. Vipond holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to advise clients in Nebraska. Securities America Advisors, Inc is a company operating out of La Vista, NE. It has offices in 1,469 locations and a total of 3,748 people on staff. It oversees $38 billion in total assets among its 200,228 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves five charities and foundations. Of its 200,228 accounts, just 5% are associated with high-net-worth clients who have at least $1 million in assets. The business offers 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 and educational seminars. Financial advisory fees largely vary depending on which services are provided. Fee types billed by Securities America Advisors, Inc likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

12325 Port Grace Blvd
La Vista, NE 68128

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

NE Average: $1,978,216,465
Total Number of Employees

3,748

NE Average: 226
Total Number of Accounts

200,228

NE Average: 7,467
Average Account Size

$190,602

NE Average: $264,928

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
  • Educational seminars/workshops

John Vipond Work History

John has been registered as a financial advisor for 5 years.*

2000 - Present (24 years)

Securities America, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Vipond to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Securities America Advisors, Inc

Michelle Lee
Los Angeles, CA
James Garcia
Weslaco, TX
Christopher Holloway
Hampton, VA
Derek Bohne
Midvale, UT
Kristina Larsen
La Vista, NE
Lee Bashforth
Costa Mesa, CA
Jamie Taber
Russellville, AR
Luca Procel
Issaquah, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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