Robert
Greco

Securities America Advisors, Inc

CRD#3093804
Investment Advisor
in La Vista, NE

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About this Advisor

Robert Greco is a financial advisor based out of La Vista, Nebraska, with 22 years in the industry. Greco is on the advisory team at Securities America Advisors, Inc. Throughout their career, they have worked at Metropolitan Life Insurance Company, Metlife Securities Inc, Hornor Townsend & Kent Inc, Sunset Financial Services, Securities America, Inc and Securities America Advisors, Inc. Greco has a Series 63 license, certifying them as a securities agent, and is able to serve investors in New Jersey. Securities America Advisors, Inc is an advisory company operating out of La Vista, Nebraska. The investment advisory business has offices in 1,271 locations and a total of 1,989 people on staff. It administers $29 billion in assets among its 184,356 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 20 charitable organizations. Of its 184,356 client accounts, 15% are held by high-net-worth investors who have at least $1 million in assets available to invest. Securities America Advisors, Inc offers a number of services, including 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. Fees for financial management typically are based on which services the firm provides the client. However, fee types charged by Securities America Advisors, Inc can be comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63

Years of Experience

22 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

Robert Greco Work History

Robert has 22 years of experience.

2014 - Present (7 years)

Securities America, Inc

2014 - Present (7 years)

Securities America Advisors, Inc

2012 - 2014 (2 years)

Sunset Financial Services

2011 - 2012 (1 year)

Hornor Townsend & Kent Inc

1998 - 2010 (12 years)

Metropolitan Life Insurance Company

1998 - 2010 (12 years)

Metlife Securities Inc

Disclosures

Robert Greco has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Mary Weed
Omaha, NE
James Falls
State College, PA
Bernadette Brown
Coraopolis, PA
Dana Baldridge
Sioux City, IA
Christopher Mark
Saint Louis, MO
Matthew Brakefield
Norwood Young America, MN
William Vail
Jacksonville Beach, FL
Tyler Dempster
Costa Mesa, CA

This content was compiled from the SEC and FINRA.

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