Securities America Advisors, Inc
About this Advisor
Susan Roberts is an advisor whose office is in La Vista, Nebraska. Currently an advisor at Securities America Advisors, Inc, Roberts has 13 years of professional experience as a financial advisor. Roberts holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Roberts is registered to work with clients based out of Nebraska. Roberts has gained experience at Securities America, Inc, Noll, Inc - Temp Associate For Securities America, Intermedix, Walmart, Credit Union One Of Oklahoma, Staples, Inc and Securities America Advisors. Securities America Advisors, Inc is headquartered in La Vista, Nebraska, and has 1,271 other offices across the United States. In total, Securities America Advisors, Inc oversees $29 billion in assets across 184,356 client accounts and employs more than 1,989 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the United States. The firm manages 127,618 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Securities America Advisors, Inc provides 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
Susan Roberts Work History
Susan has 13 years of experience.
Securities America Advisors
Securities America, Inc
Noll, Inc - Temp Associate For Securities America
Credit Union One Of Oklahoma
Susan Roberts has no disclosures.
Please visit their SEC profile for more details.
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