Securities America Advisors, Inc
About this Advisor
Karla Elliott is an investment advisor located in La Vista, Nebraska. Currently an advisor with Securities America Advisors, Inc, they have gathered 18 years of professional experience as a financial advisor. Elliott holds Series 63 and Series 66 licenses, qualifying the advisor as a securities representative. Elliott can work with customers based out of Nebraska. Their career trajectory has included roles at Ameritrade Inc, Td Waterhouse Investor Services, Inc, Securities America Inc and Securities America Advisors. Securities America Advisors, Inc is headquartered in La Vista, Nebraska, and has 1,271 other offices in the country. In total, Securities America Advisors, Inc oversees $29 billion in assets dispersed across 184,356 accounts and retains more than 1,989 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the nation. The firm manages 127,618 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 15% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Securities America Advisors, Inc can offer 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. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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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
Karla Elliott Work History
Karla has 18 years of experience.
Securities America Advisors
Securities America Inc
Td Waterhouse Investor Services, Inc
Karla Elliott has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
Lake Worth, FL
Jacksonville Beach, FL
La Vista, NE