Securities America Advisors, Inc

Investment Advisor
in La Vista, NE

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About this Advisor

Steve Palmer is a financial advisor working out of La Vista, Nebraska, with a total of 10 years of professional experience. Palmer is currently employed by Securities America Advisors, Inc. During their career, the advisor has held roles at New England Securities, Metlife Securities Inc, Metlife Investors Distribution Company, Securities America Inc and Securities America Advisors. Palmer has Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Nebraska. Securities America Advisors, Inc is a financial advisory company operating out of La Vista, Nebraska. The company has offices in 1,271 locations and a total of 1,989 people on staff. It controls $29 billion in total assets among its 184,356 client accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 20 charities and foundations. Of its 184,356 customer accounts, 15% are associated with high-net-worth investors who have at least $1 million in assets. Securities America Advisors, Inc has a diverse set of services, such as 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 are based on the type of services. Fees billed by Securities America Advisors, Inc most likely are comprised of some combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

10 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

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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

Steve Palmer Work History

Steve has 10 years of experience.

2017 - Present (5 years)

Securities America Inc

2017 - Present (5 years)

Securities America Advisors

2016 - 2016 (< 1 year)

Metlife Investors Distribution Company

2014 - 2017 (3 years)

Metlife Securities Inc

2010 - 2014 (4 years)

New England Securities


Steve Palmer has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Dillan Hamilton
Walnut, IA
William Vail
Jacksonville Beach, FL
Michael Popil
Cincinnati, OH
Tanis Kelly
San Francisco, CA
Marshall Matulia
Fayetteville, GA
Armand Fidler
Torrance, CA
Erin Richters
Omaha, NE
Shawn Kinsella
Omaha, NE

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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