Nancy
Stewart

Securities America Advisors, Inc

CRD#4411232
Investment Advisor
in La Vista, NE

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About this Advisor

Nancy Stewart is a financial advisor who works out of La Vista, Nebraska, who has been in the financial industry for 31 years. Stewart is on the advisory team at Securities America Advisors, Inc. During their career, the advisor has held roles at Ameriprise Financial Services, Inc, Securities America Inc, Securities America Advisors, Nancy Stewart, Social Security Payee For Robert J Stritt and Power Of Attorney For Robert J Stritt. Stewart maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Nebraska. Securities America Advisors, Inc is a registered investment firm that has its headquarters in La Vista, Nebraska. The company has offices in 1,271 locations and a total of 1,989 financial advisors. It manages $29 billion in total assets among its 184,356 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 20 charitable organizations. Of its 184,356 customer accounts, 15% are held by high-net-worth individuals who have more than $1 million in assets. Securities America Advisors, Inc provides a number 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. Financial management fees largely are based on which service is offered. Fee types billed by Securities America Advisors, Inc most likely are comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

31 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

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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

Nancy Stewart Work History

Nancy has 31 years of experience.

2012 - Present (9 years)

Securities America Inc

2012 - Present (9 years)

Securities America Advisors

2012 - Present (9 years)

Nancy Stewart

1989 - Present (32 years)

Social Security Payee For Robert J Stritt

2009 - 2018 (9 years)

Power Of Attorney For Robert J Stritt

2007 - 2012 (5 years)

Ameriprise Financial Services, Inc

Disclosures

Nancy Stewart has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Timothy Gish
Scottsdale, AZ
Derek Bohne
Midvale, UT
Mark Friedman
Eastpoint, FL
Jeremy Jones
Roscoe, IL
David Zwick
Wellesley Hills, MA
Kyle Kues
Denver, CO
Max Lipsitz
Buffalo, NY
Connor Golden
Bensalem, PA

This content was compiled from the SEC and FINRA.

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