Kevin
Miller

Securities America Advisors, Inc

CRD#4133001
Investment Advisor
in La Vista, NE

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About this Advisor

Kevin Miller is an advisor in La Vista, Nebraska. Currently a registered financial advisor at Securities America Advisors, Inc, they have accrued 20 years of work experience in the financial advisory industry. Miller holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Miller is able to operate in Nebraska. Throughout their career, they have worked at Arbor Point Advisors, Securities America, Inc, Securities America Advisors, Inc and Brecek & Young. Securities America Advisors, Inc is headquartered in La Vista, Nebraska, and has 1,271 additional offices across the country. Overall, Securities America Advisors, Inc oversees $29 billion in assets across 184,356 accounts and employs more than 1,989 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the country. The firm manages 127,618 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 15% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Securities America Advisors, Inc provides 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 may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

20 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

Kevin Miller Work History

Kevin has 20 years of experience.

2012 - Present (9 years)

Arbor Point Advisors

2003 - Present (18 years)

Securities America Advisors, Inc

2000 - Present (21 years)

Securities America, Inc

2012 - 2012 (< 1 year)

Brecek & Young

Disclosures

Kevin Miller 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.

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