Rebecca
Pitschmann

Securities America Advisors, Inc

CRD#7060636
Investment Advisor
in La Vista, NE

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About this Advisor

Rebecca Pitschmann is a financial advisor based out of La Vista, Nebraska, who has been in the financial industry for 11 years. Pitschmann is an employee of Securities America Advisors, Inc. Throughout their career, they have worked at Securities America, Conifer Health Solutions, Securities America, Inc and Securities America Advisors. Pitschmann has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Nebraska. Securities America Advisors, Inc is a financial advisory company headquartered in La Vista, Nebraska. The company has offices in 1,271 locations and a total of 1,989 financial advisors. It controls $29 billion in assets among its 184,356 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 20 charities and foundations. Of its 184,356 client accounts, 15% belong to high-net-worth individuals who have at least $1 million in assets. The company offers a broad 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 management fees are based on which services the firm provides the client. However, fee types billed by Securities America Advisors, Inc can consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

Rebecca Pitschmann Work History

Rebecca has 11 years of experience.

2020 - Present (1 year)

Securities America Advisors

2019 - Present (2 years)

Securities America, Inc

2019 - 2019 (< 1 year)

Securities America

2009 - 2019 (10 years)

Conifer Health Solutions

Disclosures

Rebecca Pitschmann 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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