Josalyn
Mosby

Securities America Advisors, Inc

CRD#6924546
Investment Advisor
in La Vista, NE

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About this Advisor

Josalyn Mosby is a financial advisor working in La Vista, Nebraska, who has been in the advisory business for 12 years. Mosby works at Securities America Advisors, Inc. Throughout their career, Mosby has worked at Securities America Inc, Aureus Medical, First National Bank, Scheels All Sports, Bag N Save, Full-Time Education, Securities America, Inc and Securities America Advisors. Mosby holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Nebraska. Securities America Advisors, Inc is a financial advisory firm based in La Vista, Nebraska. The investment advisory business has offices in 1,271 locations and a total of 1,989 people on staff. It administers $29 billion in assets among its 184,356 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 20 charities and foundations. Of its 184,356 customer accounts, 15% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm performs a diverse range 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. Fees for financial management largely depend on the type of financial services provided. However, fee types billed by Securities America Advisors, Inc likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

Josalyn Mosby Work History

Josalyn has 12 years of experience.

2020 - Present (1 year)

Securities America Advisors

2018 - Present (3 years)

Securities America, Inc

2018 - 2018 (< 1 year)

Securities America Inc

2018 - 2018 (< 1 year)

Aureus Medical

2013 - 2018 (5 years)

First National Bank

2012 - 2013 (1 year)

Scheels All Sports

2011 - 2012 (1 year)

Bag N Save

2008 - 2011 (3 years)

Full-Time Education

Disclosures

Josalyn Mosby has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Daniel Vansingel
Caledonia, MI
David Zirko
Northbrook, IL
William Vail
Jacksonville Beach, FL
Bernadette Brown
Coraopolis, PA
Charles Renwick
Covington, LA
Kyle Younger
Overland Park, KS
Michael Gandet
Manahawkin, NJ
Elijah Yurkin
Hampton, VA

This content was compiled from the SEC and FINRA.

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