Securities America Advisors, Inc
About this Advisor
Lance Norquest is a financial advisor based in La Vista, Nebraska, who has 12 years of financial industry experience. Norquest currently works for Securities America Advisors, Inc. Their career trajectory has included roles at Securities America Inc, Mcdonald'S Restaurant, Gallup and Securities America Advisors Inc. Norquest maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Nebraska. Securities America Advisors, Inc is a firm that has its headquarters in La Vista, Nebraska. The investment advisory business has offices in 1,271 locations and a total of 1,989 people on staff. It administers $29 billion in assets among its 184,356 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves 20 charitable organizations. Of its 184,356 customer accounts, 15% are held by high-net-worth investors who have greater than $1 million in assets. The business offers a wide set 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 charged by financial advisors usually depend on which services the firm provides the client. However, fee types billed by Securities America Advisors, Inc most likely consist of 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
Lance Norquest Work History
Lance has 12 years of experience.
Securities America Advisors Inc
Securities America Inc
Lance Norquest 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