Teresa
Schlinger

Securities America Advisors, Inc

CRD#2727437
Investment Advisor
in La Vista, NE

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About this Advisor

Teresa Schlinger is a financial advisor who works out of La Vista, Nebraska, who has been in the industry for 21 years. Schlinger is an advisor for Securities America Advisors, Inc. Throughout their career, Schlinger has worked at Securities America, Inc, Teresa A Schlinger For Avon Corporation and Securities America Advisors, Inc. Schlinger holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to work in Nebraska. Securities America Advisors, Inc is a financial advisory business based out of La Vista, Nebraska. It has offices in 1,271 locations and a total of 1,989 advisors. It controls $29 billion in assets under management across its 184,356 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 20 charitable organizations. Of its 184,356 client accounts, 15% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm offers a broad assortment 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. Financial management fees depend on which services are provided. Fee types charged by Securities America Advisors, Inc likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

21 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

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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

Teresa Schlinger Work History

Teresa has 21 years of experience.

2008 - Present (13 years)

Securities America Advisors, Inc

1999 - Present (22 years)

Securities America, Inc

2006 - 2011 (5 years)

Teresa A Schlinger For Avon Corporation

Disclosures

Teresa Schlinger 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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