Pamela
Wertheim

Securities America Advisors, Inc

CRD#1311477
Investment Advisor
in La Vista, NE

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About this Advisor

Pamela Wertheim is a financial advisor based out of La Vista, Nebraska, with a total of 36 years of professional experience. Wertheim works at Securities America Advisors, Inc. Their career trajectory has included roles at Securities America, Inc, Securities America Advisors Inc, Securities America Financial Corporation, Brecek & Young Advisors, Inc, Subsantional Deli, Inc and Antyjo LLC. Wertheim has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Nebraska. Securities America Advisors, Inc is an advisory business 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 assets between its 184,356 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises 20 charities and foundations. Of its 184,356 client accounts, 15% are associated with high-net-worth clients who have at least $1 million in assets. Securities America Advisors, Inc offers a diverse set 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 advisory fees largely vary depending on the services offered. Fees billed by Securities America Advisors, Inc most likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

36 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

Pamela Wertheim Work History

Pamela has 36 years of experience.

2012 - Present (9 years)

Antyjo LLC

1999 - Present (22 years)

Securities America Financial Corporation

1998 - Present (23 years)

Subsantional Deli, Inc

1994 - Present (27 years)

Securities America Advisors Inc

1984 - Present (37 years)

Securities America, Inc

2008 - 2012 (4 years)

Brecek & Young Advisors, Inc

Disclosures

Pamela Wertheim has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Paul Klement
Dallas, TX
Brady Mullen
Littleton, CO
Mary Gubler
Midvale, UT
Robert Love
Clearfield, PA
Katrina Furler
La Vista, NE
Samuel Dechtman
Englewood, CO
Hilary Campbell
Claremont, CA

This content was compiled from the SEC and FINRA.

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