Securities America Advisors, Inc
About this Advisor
Lori Bogatz is a financial advisor operating out of La Vista, Nebraska, with 23 years in the industry. Bogatz is currently employed by Securities America Advisors, Inc. Throughout their career, Bogatz has worked at Securities America, Inc, Bogatz Heating And Air Conditioning, Everbank, Securities America Advisor, Inc and Arbor Point Advisors. Bogatz 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 employees. It has $29 billion in assets across its 184,356 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 20 charitable organizations. Of its 184,356 customer accounts, 15% are associated with high-net-worth clients who have greater than $1 million in assets. Securities America Advisors, Inc has a number 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. A financial advisor's fees usually are based on which services the firm provides the client. However, fee types charged by Securities America Advisors, Inc 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
Lori Bogatz Work History
Lori has 23 years of experience.
Arbor Point Advisors
Securities America Advisor, Inc
Bogatz Heating And Air Conditioning
Securities America, Inc
Lori Bogatz has no disclosures.
Please visit their SEC profile for more details.
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