Securities America Advisors, Inc
About this Advisor
Matthew Russell is a financial advisor operating out of La Vista, Nebraska, who has 12 years of financial industry experience. Russell is an employee of Securities America Advisors, Inc. Their career trajectory has included roles at Pacific Life Insurance Co, Pacific Select Distributors, Northern Lights Distributors, LLC, Cls Investments, LLC, First National Bank Of Omaha, First National Capital Markets, Inc, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Securities America Inc, Securities America Advisors and Cuso Financial Services, Lp. Russell has Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Nebraska. Securities America Advisors, Inc is a registered investment firm headquartered in La Vista, Nebraska. The company has offices in 1,271 locations and a total of 1,989 employees. It controls $29 billion in assets across its 184,356 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 20 charitable organizations. Of its 184,356 client accounts, 15% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business has a wide assortment 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 largely depend on which services are offered. However, fees charged by Securities America Advisors, Inc most likely include any combination 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
Matthew Russell Work History
Matthew has 12 years of experience.
Securities America Inc
Securities America Advisors
Raymond James Financial Services,Inc
Raymond James Financial Services Advisors Inc
Cuso Financial Services, Lp
Northern Lights Distributors, LLC
Cls Investments, LLC
First National Bank Of Omaha
First National Capital Markets, Inc
Northern Lights Distributors, LLC
Pacific Life Insurance Co
Pacific Select Distributors
Matthew Russell has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
Wellesley Hills, MA