Securities America Advisors, Inc
About this Advisor
Katrina Furler is a financial advisor whose office is in La Vista, Nebraska. Currently a registered investment advisor with Securities America Advisors, Inc, Furler has 10 years of work experience. Furler maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities broker. Furler can advise investors in Nebraska. Over the course of their career, they have held roles at Woodmen Financial Services, Inc, Securities America Inc and Securities America Advisors. Securities America Advisors, Inc is headquartered in La Vista, Nebraska, and operates out of 1,271 other locations throughout the country. As a company, Securities America Advisors, Inc oversees $29 billion in assets throughout 184,356 client accounts and retains more than 1,989 people. The firm's total assets under management places it among the largest firms in the nation. The firm manages 127,618 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 15% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. 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
Katrina Furler Work History
Katrina has 10 years of experience.
Securities America Advisors
Securities America Inc
Woodmen Financial Services, Inc
Katrina Furler 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