Keith
Elliott

Securities America Advisors, Inc

CRD#5998779
Investment Advisor
in La Vista, NE

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About this Advisor

Keith Elliott is a financial advisor working out of La Vista, Nebraska, with a total of 34 years of work experience. Elliott works at Securities America Advisors, Inc. Over the course of their career, Elliott has held roles at Securities America Inc and Commscope. Elliott has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Nebraska. Securities America Advisors, Inc is a financial advisory business operating in La Vista, Nebraska. It has offices in 1,271 locations and a total of 1,989 advisors. It oversees $29 billion in assets across its 184,356 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 20 charitable organizations. Of its 184,356 customer accounts, 15% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm offers a number 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 advice usually are based on the type of financial services offered. Fees billed by Securities America Advisors, Inc likely consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

34 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 68128-8204

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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

Keith Elliott Work History

Keith has 34 years of experience.

2011 - Present (10 years)

Securities America Inc

1986 - 2011 (25 years)

Commscope

Disclosures

Keith Elliott 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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