Shon
Houston

Securities America Advisors, Inc

CRD#5619337
Investment Advisor
in La Vista, NE

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About this Advisor

Shon Houston is a financial advisor operating in La Vista, Nebraska, who has 28 years of work experience. Houston is an employee of Securities America Advisors, Inc. Throughout their career, Houston has worked at Billy Frogg'S Grill And Bar, Ameritrade, Uncle Mikes Irish Pub and Securities America, Inc. Houston has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to serve investors in Nebraska. Securities America Advisors, Inc is an advisory business based in La Vista, Nebraska. The company has offices in 1,271 locations and a total of 1,989 advisors. It handles $29 billion in total assets among its 184,356 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 20 charities and foundations. Of its 184,356 customer accounts, 15% are held by high-net-worth investors who have greater than $1 million in assets. The company provides a diverse range 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. Financial advisory fee schedules usually are based on which services are offered. Fee types charged by Securities America Advisors, Inc likely are comprised of any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

28 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 68128-8204

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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

Shon Houston Work History

Shon has 28 years of experience.

2018 - Present (3 years)

Securities America, Inc

2008 - 2016 (8 years)

Ameritrade

2008 - 2012 (4 years)

Uncle Mikes Irish Pub

1992 - 2012 (20 years)

Billy Frogg'S Grill And Bar

Disclosures

Shon Houston has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Mark Larson
Lincoln, NE
Michael Woods
Lake Worth, FL
William Vail
Jacksonville Beach, FL
Myles Maxey
Sacramento, CA
Marshall Matulia
Fayetteville, GA
Dustin Zuck
La Vista, NE
Christina Wolfe
Buffalo, NY
Hannah Rawls
Cincinnati, OH

This content was compiled from the SEC and FINRA.

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