Kara
Galle

Securities America Advisors, Inc

CRD#6376687
Investment Advisor
in La Vista, NE

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About this Advisor

Kara Galle is a financial advisor operating out of La Vista, Nebraska, who has been in the advisory business for 14 years. Galle is currently employed by Securities America Advisors, Inc. Over the course of their career, Galle has held roles at Securities America Advisors, Securities America Inc, Dudley'S Pizza And Tavern, Jack Binion'S Steakhouse and University Of Nebraska At Omaha/ Metro Com. College. Galle has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Nebraska. Securities America Advisors, Inc is a registered investment business that has its headquarters in La Vista, Nebraska. The company has offices in 1,271 locations and a total of 1,989 people on staff. It oversees $29 billion in assets across its 184,356 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 20 charities and foundations. Of its 184,356 client accounts, 15% are held by high-net-worth investors who have more than $1 million in assets available to invest. Securities America Advisors, Inc has 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 typically are based on which services the firm provides the client. Fees billed by Securities America Advisors, Inc likely include some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

14 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

Kara Galle Work History

Kara has 14 years of experience.

2017 - Present (4 years)

Securities America Advisors

2014 - Present (7 years)

Securities America Inc

2014 - 2015 (1 year)

Dudley'S Pizza And Tavern

2010 - 2014 (4 years)

Jack Binion'S Steakhouse

2006 - 2013 (7 years)

University Of Nebraska At Omaha/ Metro Com. College

Disclosures

Kara Galle has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Mark Larson
Lincoln, NE
Michael Woods
Lake Worth, FL
William Vail
Jacksonville Beach, FL
Myles Maxey
Sacramento, CA
Marshall Matulia
Fayetteville, GA
Dustin Zuck
La Vista, NE
Christina Wolfe
Buffalo, NY
Hannah Rawls
Cincinnati, OH

This content was compiled from the SEC and FINRA.

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