Rebecca
Flint

Securities America Advisors, Inc

CRD#2682632
Investment Advisor
in La Vista, NE

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About this Advisor

Rebecca Flint is a chartered financial consultant based out of La Vista, Nebraska with a total of 8 years of relevant experience. Flint currently works for Securities America Advisors, Inc. Throughout their career, they have worked at U.S. Bancorp Investments, Inc, Securities America Advisors and Securities America Inc. Flint maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and can advise clients in Nebraska. Securities America Advisors, Inc is a financial advisory firm that has its headquarters in La Vista, NE. The company has offices in 1,469 locations and a total of 3,748 employees. It has $38 billion in total assets across its 200,228 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 200,228 customer accounts, just 5% are held by high-net-worth individuals who have at least $1 million in investable assets. Securities America Advisors, Inc performs 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 and educational seminars. Fees charged by financial advisors usually are based on the financial services. However, fees charged by Securities America Advisors, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years Registered*

8 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

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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

Rebecca Flint Work History

Rebecca has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Securities America Advisors

2015 - Present (9 years)

Securities America Inc

2003 - 2015 (12 years)

U.S. Bancorp Investments, Inc

*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 Rebecca Flint 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

Christopher Conti
Johnston, RI
Denis Conlon
Orland Park, IL
Steven Juul
Spokane, WA
Derek Bohne
Midvale, UT
Wesley Brown
La Vista, NE
Clint Eikmeier
Omaha, NE
Erinn Ford
La Vista, NE
Richard Dutrisac
Costa Mesa, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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