Paul
Lofties

Securities America Advisors, Inc

CRD#2842911
Investment Advisor
in La Vista, NE

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About this Advisor

Paul Lofties is a certified financial planner whose office is in La Vista, Nebraska. Currently a registered advisor with Securities America Advisors, Inc, Lofties has a notable 24 years of experience in the financial advisory industry. Lofties has a Series 63 license, qualifying the advisor as a securities agent. Lofties is registered to serve customers in Nebraska. Their career trajectory has included roles at Securities America, Inc, Securities America Advisors, Inc, Paul Lofties, Everbank/Everhome Mortgage and Congregation Auditor. Securities America Advisors, Inc is based out of La Vista, Nebraska, and has 1,271 offices in the country. In total, Securities America Advisors, Inc manages $29 billion in assets across 184,356 accounts and employs more than 1,989 people. The amount of assets the firm manages places it among the biggest firms in the country. 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 clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Securities America Advisors, Inc offers 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 may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

24 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

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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

Paul Lofties Work History

Paul has 24 years of experience.

2012 - Present (9 years)

Congregation Auditor

2011 - Present (10 years)

Paul Lofties

2005 - Present (16 years)

Everbank/Everhome Mortgage

2003 - Present (18 years)

Securities America, Inc

2003 - Present (18 years)

Securities America Advisors, Inc

1996 - Present (25 years)

Paul Lofties

Disclosures

Paul Lofties has 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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