Phillibert Long

Securities America Advisors, Inc

Investment Advisor
in La Vista, NE

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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

Series 63, 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



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


NE Average: $1,978,216,465
Total Number of Employees


NE Average: 226
Total Number of Accounts


NE Average: 7,467
Average Account Size


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

Sheryl Phillibert Long Work History

Sheryl has 11 years of experience.

2019 - Present (2 years)

Securities America, Inc

2019 - Present (2 years)

Securities America Advisors

2018 - 2019 (1 year)

Securities America, Inc

2015 - 2018 (3 years)

Arthur J Gallagher

2014 - 2015 (1 year)

Northwestern Mutual Investment Services, LLC

2011 - 2014 (3 years)

Steven Kanner

2009 - 2010 (1 year)

Farmers Insurance


Sheryl Phillibert Long 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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