Patrick
Pillsbury

Securities America Advisors, Inc

CRD#1073794
Investment Advisor
in La Vista, NE

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About this Advisor

Patrick Pillsbury is an advisor in La Vista, Nebraska. Currently a registered financial advisor with Securities America Advisors, Inc, they have accumulated a notable 30 years of practice as an investment advisor. Pillsbury has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Pillsbury is registered to serve clients based out of California. Over the course of their career, Pillsbury has held roles at Pillsbury Associates Insurance & Benefits, Securities America, Inc and Securities America Advisors, Inc. Securities America Advisors, Inc is located in La Vista, Nebraska, and operates out of 1,271 other offices throughout the United States. As a company, Securities America Advisors, Inc manages $29 billion in assets covering 184,356 client accounts and employs more than 1,989 people. The firm's total assets under management makes it one of the largest financial advisory firms in the nation. The firm manages 127,618 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Securities America Advisors, Inc can provide 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. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

30 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

Yes

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

Patrick Pillsbury Work History

Patrick has 30 years of experience.

2009 - Present (12 years)

Securities America, Inc

2009 - Present (12 years)

Securities America Advisors, Inc

1990 - Present (31 years)

Pillsbury Associates Insurance & Benefits

Disclosures

Patrick Pillsbury has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Mark Holody
Farmington, MI
Syed Nishat
New York, NY
Kyle Witman
Rochester, NY
David Gies
Waterbury, CT
Kyle Platt
Noblesville, IN
Jeriod Turner
Hannibal, MO
James Mccarthy
Rockaway, NJ
Hannah Rawls
Cincinnati, OH

This content was compiled from the SEC and FINRA.

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