Mark
Larson

Securities America Advisors, Inc

CRD#6308445
Investment Advisor
in Lincoln, NE

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About this Advisor

Mark Larson is a financial advisor operating in Lincoln, Nebraska, with 10 years of experience as a financial advisor. Larson works at Securities America Advisors, Inc. Their career trajectory has included roles at Mutual Of Omaha, University Of Nebraska At Kearney, Platte Valley State Bank & Trust Co, Mcelhinny Construction, Nebraska Wesleyan University, Mutual Of Omaha Investor Services, Securities America Advisors and Securities America, Inc. Larson maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Nebraska. Securities America Advisors, Inc is a financial advisory company that has its headquarters in Lincoln, Nebraska. The investment advisory business has offices in 1,271 locations and a total of 1,989 advisors. It administers $29 billion in assets under management across its 184,356 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 20 charities and foundations. Of its 184,356 accounts, 15% are associated with high-net-worth clients who have at least $1 million in investable assets. Securities America Advisors, Inc performs a broad assortment 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 charged by financial advisors vary depending on which services are provided. However, fee types billed by Securities America Advisors, Inc may include any blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

5539 S 27Th St Ste 206
Lincoln, NE 68512

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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

Mark Larson Work History

Mark has 10 years of experience.

2018 - Present (3 years)

Securities America Advisors

2018 - Present (3 years)

Securities America, Inc

2014 - 2018 (4 years)

Mutual Of Omaha

2014 - 2018 (4 years)

Mutual Of Omaha Investor Services

2013 - 2013 (< 1 year)

University Of Nebraska At Kearney

2013 - 2013 (< 1 year)

Platte Valley State Bank & Trust Co

2012 - 2013 (1 year)

University Of Nebraska At Kearney

2012 - 2012 (< 1 year)

Mcelhinny Construction

2011 - 2012 (1 year)

University Of Nebraska At Kearney

2011 - 2011 (< 1 year)

Mcelhinny Construction

2010 - 2010 (< 1 year)

Nebraska Wesleyan University

2010 - 2010 (< 1 year)

Mcelhinny Construction

Disclosures

Mark Larson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Lisa Baker
Missoula, MT
Hillary Kent
Addison, TX
Eve Opland
Onalaska, WI
Tracie Baiz
Sacramento, CA
Bruce Aken
Omaha, NE
Andrew Zanowski
Chesterfield, MO
Daniel Hill
Sheboygan, WI
Gregory Ehrig
Durango, CO

This content was compiled from the SEC and FINRA.

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