Securities America Advisors, Inc
About this Advisor
Toni Michel is an investment advisor located in La Vista, Nebraska. Currently a registered advisor with Securities America Advisors, Inc, they have gathered an impressive 23 years of professional experience. Michel has Series 63 and Series 66 licenses, designating the advisor as a securities agent. Michel is able to operate in Nebraska. Michel has gained experience at Securain Financial Services, Inc, P. Hughes/T. Wilkinson and Securities America Inc. Securities America Advisors, Inc is headquartered in La Vista, Nebraska, and has 1,271 brick-and-mortar locations in the nation. Overall, Securities America Advisors, Inc manages $29 billion in assets throughout 184,356 accounts and employs more than 1,989 people. The firm's total assets under management makes it one of the largest investment advisory firms in the nation. 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 advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Securities America Advisors, Inc can offer 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's fees may include 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
Toni Michel Work History
Toni has 23 years of experience.
Securities America Inc
Securain Financial Services, Inc
P. Hughes/T. Wilkinson
Toni Michel has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
Lake Worth, FL
Jacksonville Beach, FL
La Vista, NE