Thomas
Latchford

Securities America Advisors, Inc

CRD#6726562
Investment Advisor
in La Vista, NE

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About this Advisor

Thomas Latchford is an investment advisor who is based out of La Vista, Nebraska. Currently an investment advisor with Securities America Advisors, Inc, they have accrued 13 years of practice as a registered advisor. Latchford has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Latchford can serve clients based out of Nebraska. During their career, the advisor has held roles at Securities America, Inc, Film Streams, Ems, Inc, Regal Cinemas, University Of Delaware Conference Serivces and Securities America Advisors. Securities America Advisors, Inc is based out of La Vista, Nebraska, and has 1,271 additional offices across the United States. As a company, Securities America Advisors, Inc oversees $29 billion in assets throughout 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 country. The firm manages 127,618 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 15% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Securities America Advisors, Inc offers 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 66

Years of Experience

13 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

Yes

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

Thomas Latchford Work History

Thomas has 13 years of experience.

2019 - Present (2 years)

Securities America Advisors

2018 - Present (3 years)

Securities America, Inc

2013 - Present (8 years)

Film Streams

2016 - 2018 (2 years)

Securities America, Inc

2012 - 2016 (4 years)

Ems, Inc

2008 - 2012 (4 years)

Regal Cinemas

2007 - 2012 (5 years)

University Of Delaware Conference Serivces

Disclosures

Thomas Latchford has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Mamta Rai
Houston, TX
Marshall Matulia
Fayetteville, GA
Jerome Sullivan
Davis, CA
Michael Bobowski
Charlotte, NC
Syed Nishat
New York, NY
Aadil Zaman
New York, NY
Sarah Diffenderfer
Louisville, KY
John Joyce
Folsom, CA

This content was compiled from the SEC and FINRA.

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