Tom
Mcdermott

Securities America Advisors, Inc

CRD#2494169
Investment Advisor
in La Vista, NE

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About this Advisor

Tom Mcdermott is a financial advisor who works in La Vista, Nebraska, who has been in the financial industry for 10 years. Mcdermott works at Securities America Advisors, Inc. During their career, the advisor has held roles at Mutual Of Omaha and Securities America Inc. Mcdermott has Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to serve investors in Nebraska. Securities America Advisors, Inc is a company headquartered in La Vista, Nebraska. The investment advisory business has offices in 1,271 locations and a total of 1,989 people on staff. It oversees $29 billion in assets under management among its 184,356 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 20 charitable organizations. Of its 184,356 customer accounts, 15% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business has a number of services, including 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. A financial advisor's fee schedules typically vary depending on which service is offered. Fees billed by Securities America Advisors, Inc likely consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, 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

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

Tom Mcdermott Work History

Tom has 10 years of experience.

2017 - Present (4 years)

Securities America Inc

2010 - 2017 (7 years)

Mutual Of Omaha

Disclosures

Tom Mcdermott has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Paul Klement
Dallas, TX
Brady Mullen
Littleton, CO
Mary Gubler
Midvale, UT
Robert Love
Clearfield, PA
Katrina Furler
La Vista, NE
Samuel Dechtman
Englewood, CO
Hilary Campbell
Claremont, CA

This content was compiled from the SEC and FINRA.

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