Securities America Advisors, Inc
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About this Advisor
Mark Swanson is a financial advisor operating in Kearney, Nebraska who has 17 years of industry experience. Swanson is currently employed by Securities America Advisors, Inc. Over the course of their career, Swanson has held roles at Securities America, Inc, Securities America Advisor Inc and Black Oak Investment Counsel, Inc. Swanson maintains a Series 63 license, which qualifies them as a securities agent, and is approved to advise clients in Nebraska and Texas. Securities America Advisors, Inc is a financial advisory business based out of La Vista, NE. The company has offices in 1,469 locations and a total of 3,748 financial advisors. It administers $38 billion in assets among its 200,228 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises five charities and foundations. Of its 200,228 client accounts, just 5% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Securities America Advisors, Inc performs a diverse range 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 and educational seminars. A financial advisor's fees usually depend on which services are offered. Fees billed by Securities America Advisors, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
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Securities America Advisors, Inc Brokerage Details
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
- Educational seminars/workshops
Mark Swanson Work History
Mark has been registered as a financial advisor for 17 years.*
Securities America, Inc
Securities America Advisor Inc
Black Oak Investment Counsel, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Mark Swanson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Securities America Advisors, Inc
La Vista, NE
Costa Mesa, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
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