Timothy
Heaton

Securities America Advisors, Inc

CRD#2759824
Investment Advisor
in La Vista, NE

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About this Advisor

Timothy Heaton is a financial advisor who works in La Vista, Nebraska with 7 years of industry experience. Heaton is an employee of Securities America Advisors, Inc. They have spent the entirety of their career at Securities America Advisors, Inc. Heaton holds Series 63 and Series 66 licenses, designating them as a securities broker, and is able to operate in Nebraska. Securities America Advisors, Inc is a financial advisory business that has its headquarters in La Vista, NE. The firm has offices in 1,469 locations and a total of 3,748 people on staff. It administers $38 billion in assets between its 200,228 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 200,228 accounts, just 5% are associated with high-net-worth clients who have greater than $1 million in investable assets. Securities America Advisors, Inc has a number 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 and educational seminars. Fees for financial management usually vary depending on the financial services. Fee types charged by Securities America Advisors, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

12325 Port Grace Blvd
La Vista, NE 68128

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

NE Average: $1,978,216,465
Total Number of Employees

3,748

NE Average: 226
Total Number of Accounts

200,228

NE Average: 7,467
Average Account Size

$190,602

NE Average: $264,928

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
  • Educational seminars/workshops

Timothy Heaton Work History

Timothy has been registered as a financial advisor for 7 years.*

2013 - Present (11 years)

Securities America Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Timothy Heaton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Securities America Advisors, Inc

Edward Debay
East Hartford, CT
Clint Eikmeier
Omaha, NE
Seth Wilson
Fresno, CA
Derek Bohne
Midvale, UT
Mark Hansen
San Jose, CA
Wesley Brown
La Vista, NE
Erinn Ford
La Vista, NE
Brandon Warman
Kimberly, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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