Securities America Advisors, Inc
About this Advisor
Sheryl Phillibert Long is a financial advisor based in La Vista, Nebraska. Currently a registered advisor at Securities America Advisors, Inc, they have accrued 11 years of practice in the financial advisory industry. Phillibert Long maintains Series 63 and Series 66 licenses, certifying them as a securities broker. Phillibert Long is registered to act as a financial advisor in Nebraska. Phillibert Long has gained experience at Steven Kanner, Farmers Insurance, Northwestern Mutual Investment Services, LLC, Securities America, Inc, Arthur J Gallagher and Securities America Advisors. Securities America Advisors, Inc is based out of La Vista, Nebraska, and has 1,271 additional offices throughout the country. As a registered advisory firm, Securities America Advisors, Inc manages $29 billion in assets throughout 184,356 accounts and retains more than 1,989 people. The amount of assets the firm manages places it among the largest firms in the United States. The firm manages 127,618 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 15% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Securities America Advisors, Inc can provide 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
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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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
Sheryl Phillibert Long Work History
Sheryl has 11 years of experience.
Securities America, Inc
Securities America Advisors
Securities America, Inc
Arthur J Gallagher
Northwestern Mutual Investment Services, LLC
Sheryl Phillibert Long has no disclosures.
Please visit their SEC profile for more details.
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