Michael
Cox

Securities America Advisors, Inc

CRD#6318575
Investment Advisor
in La Vista, NE

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About this Advisor

Michael Cox is a financial advisor based out of La Vista, Nebraska, with 19 years of professional experience. Cox is on the advisory team at Securities America Advisors, Inc. Throughout their career, they have worked at City Of Lincoln Fire Dept, Midwest Medical Service, Td Ameritrade, Scenic Concepts Aerial Photography, Ups, Ameritas Investment Corp, Central Financial Services, Securities America, Inc and Securities America Advisors. Cox maintains Series 66 and Series 63 licenses, certifying them as a securities agent, and is registered to serve investors in Nebraska. Securities America Advisors, Inc is a financial advisory company that has its headquarters in La Vista, Nebraska. The investment advisory business has offices in 1,271 locations and a total of 1,989 people on staff. It has $29 billion in total assets between its 184,356 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to 20 charitable organizations. Of its 184,356 client accounts, 15% are held by high-net-worth clients who have at least $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, publication of newsletters and educational seminars. A financial advisor's fee schedules usually vary depending on which services the firm provides the client. However, fee types billed by Securities America Advisors, Inc likely are comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

19 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

12325 Port Grace Blvd
La Vista, NE 68128-8204

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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

Michael Cox Work History

Michael has 19 years of experience.

2018 - Present (3 years)

Securities America, Inc

2018 - Present (3 years)

Securities America Advisors

2016 - 2018 (2 years)

Ameritas Investment Corp

2016 - 2018 (2 years)

Central Financial Services

2015 - 2015 (< 1 year)

Scenic Concepts Aerial Photography

2015 - 2016 (1 year)

Ups

2014 - 2014 (< 1 year)

Midwest Medical Service

2014 - 2015 (1 year)

Td Ameritrade

2001 - 2013 (12 years)

City Of Lincoln Fire Dept

Disclosures

Michael Cox has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Mark Holody
Farmington, MI
Tyler Dicke
Mount Juliet, TN
Dana Baldridge
Sioux City, IA
Matthew Brakefield
Norwood Young America, MN
Merline Kurian
Amarillo, TX
Wayne Bisek
Oregon, WI
Steven Hart
Littleton, CO
John Campbell
Claremont, CA

This content was compiled from the SEC and FINRA.

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