Matthew
Russell

Securities America Advisors, Inc

CRD#3164614
Investment Advisor
in La Vista, NE

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About this Advisor

Matthew Russell is a financial advisor who works in La Vista, Nebraska with 7 years of industry experience. Russell currently works for Securities America Advisors, Inc. Over the course of their career, Russell has held roles at 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 maintains Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Nebraska. Securities America Advisors, Inc is a registered investment company that has its headquarters in La Vista, NE. The firm has offices in 1,469 locations and a total of 3,748 employees. It controls $38 billion in assets among its 200,228 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 200,228 client accounts, just 5% are held by high-net-worth investors who have more than $1 million in assets. The company performs a broad range 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 and educational seminars. Fees charged by financial advisors usually are based on which services are provided. However, fee types billed by Securities America Advisors, Inc can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

7 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

12325 Port Grace Blvd
La Vista, NE 68128

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

NE Average: $1,978,216,465
Total Number of Employees

3,748

NE Average: 226
Total Number of Accounts

200,228

NE Average: 7,467
Average Account Size

$190,602

NE Average: $264,928

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

Matthew Russell Work History

Matthew has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Securities America Inc

2016 - Present (8 years)

Securities America Advisors

2015 - 2015 (< 1 year)

Raymond James Financial Services,Inc

2015 - 2015 (< 1 year)

Raymond James Financial Services Advisors Inc

2015 - 2016 (1 year)

Cuso Financial Services, Lp

2013 - 2013 (< 1 year)

Northern Lights Distributors, LLC

2013 - 2013 (< 1 year)

Cls Investments, LLC

2013 - 2015 (2 years)

First National Bank Of Omaha

2013 - 2015 (2 years)

First National Capital Markets, 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.

Disclosures

Please visit the SEC profile of Matthew Russell 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

Christopher Conti
Johnston, RI
Seth Wilson
Fresno, CA
Steven Juul
Spokane, WA
Derek Bohne
Midvale, UT
Andi Yao
Burlingame, CA
Brandon Warman
Kimberly, WI
Donald Seaman
La Vista, NE
Richard Dutrisac
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 profile-compliance@smartasset.com.

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