Joseph
Bixby

Securities America Advisors, Inc

CRD#2621866
Investment Advisor
in Fremont, NE

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Joseph Bixby is a financial advisor based out of Fremont, Nebraska, who has been in the advisory business for 12 years. Bixby is an employee of Securities America Advisors, Inc. Throughout their career, Bixby has worked at First National Capital Markets, Securities America Inc, Securities America Advisors, Bixby Financial Services, Goldhouse Properties LLC, St Patrick'S Church Finance Committee and Everbank. Bixby maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Nebraska and Texas. Securities America Advisors, Inc is a firm that has its headquarters in Fremont, Nebraska. It has offices in 1,271 locations and a total of 1,989 advisors. It controls $29 billion in assets among its 184,356 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 20 charities and foundations. Of its 184,356 accounts, 15% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs 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 the financial services provided. However, fees charged by Securities America Advisors, Inc most likely are comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

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

31 West 6Th St.
Fremont, NE 68025

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Joseph Bixby Work History

Joseph has 12 years of experience.

2012 - Present (9 years)

St Patrick'S Church Finance Committee

2010 - Present (11 years)

Securities America Inc

2010 - Present (11 years)

Securities America Advisors

2010 - Present (11 years)

Bixby Financial Services

2010 - Present (11 years)

Everbank

2008 - Present (13 years)

Goldhouse Properties LLC

2010 - 2010 (< 1 year)

First National Capital Markets

Disclosures

Joseph Bixby has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Mark Holody
Farmington, MI
Tyler Dicke
Mount Juliet, TN
Dana Baldridge
Sioux City, IA
Matthew Brakefield
Norwood Young America, MN
Merline Kurian
Amarillo, TX
Wayne Bisek
Oregon, WI
Steven Hart
Littleton, CO
John Campbell
Claremont, CA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started