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 working in La Vista, Nebraska, with a total of 5 years of industry experience. Cox works at Securities America Advisors, Inc. Their career trajectory has included roles 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 holds Series 66 and Series 63 licenses, qualifying them as a securities representative, and is able to advise clients in Nebraska. Securities America Advisors, Inc is a company headquartered 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 between its 200,228 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises five charities and foundations. Of its 200,228 accounts, just 5% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Securities America Advisors, Inc performs a broad 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. Financial management fee schedules largely are based on which services are provided. Fee types billed by Securities America Advisors, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

5 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 68128-8204

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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

Michael Cox Work History

Michael has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Securities America, Inc

2018 - Present (6 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

*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 Michael Cox 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

Edward Debay
East Hartford, CT
Denis Conlon
Orland Park, IL
Brandon Warman
Kimberly, WI
Derek Bohne
Midvale, UT
Donald Seaman
La Vista, NE
Mark Hansen
San Jose, CA
Steven Juul
Spokane, WA
Christopher Conti
Johnston, RI

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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