Roman
Zharov

Securities America Advisors, Inc

CRD#6269754
Investment Advisor
in La Vista, NE

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About this Advisor

Roman Zharov is a financial advisor who works in La Vista, Nebraska, who has been in the financial industry for 16 years. Zharov is currently employed by Securities America Advisors, Inc. Over the course of their career, Zharov has held roles at Securities America Inc, Sid Dillon Chevrolet and Regency Lodge Hotel. Zharov maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Nebraska. Securities America Advisors, Inc is a company that has its headquarters in La Vista, Nebraska. The company has offices in 1,271 locations and a total of 1,989 financial advisors. It manages $29 billion in total assets across its 184,356 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 20 charities and foundations. Of its 184,356 accounts, 15% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Securities America Advisors, Inc performs 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 charged by financial advisors largely vary depending on which services the firm provides the client. However, fees billed by Securities America Advisors, Inc most likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

16 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

Roman Zharov Work History

Roman has 16 years of experience.

2013 - Present (8 years)

Securities America Inc

2011 - 2013 (2 years)

Regency Lodge Hotel

2004 - 2011 (7 years)

Sid Dillon Chevrolet

Disclosures

Roman Zharov has no 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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