Travis
Plummer

Securities America Advisors, Inc

CRD#6416148
Investment Advisor
in La Vista, NE

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About this Advisor

Travis Plummer is a financial advisor in La Vista, Nebraska. Currently a registered investment advisor with Securities America Advisors, Inc, Plummer has 12 years of practice as a financial advisor. Plummer has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Plummer is registered to advise investors based out of Nebraska. Plummer has gained experience at Securities America Inc, City/Staff, Tj Anderson Abstracting and University Of Nebraska At Omaha. Securities America Advisors, Inc is based out of La Vista, Nebraska, and operates out of 1,271 additional brick-and-mortar locations in the nation. As a company, Securities America Advisors, Inc manages $29 billion in assets covering 184,356 client accounts and retains more than 1,989 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the nation. The firm manages 127,618 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 15% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in 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 may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 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 68128-8204

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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

Travis Plummer Work History

Travis has 12 years of experience.

2014 - Present (7 years)

Securities America Inc

2013 - 2014 (1 year)

City/Staff

2012 - 2013 (1 year)

Tj Anderson Abstracting

2008 - 2013 (5 years)

University Of Nebraska At Omaha

Disclosures

Travis Plummer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Daniel Vansingel
Caledonia, MI
David Zirko
Northbrook, IL
William Vail
Jacksonville Beach, FL
Bernadette Brown
Coraopolis, PA
Charles Renwick
Covington, LA
Kyle Younger
Overland Park, KS
Michael Gandet
Manahawkin, NJ
Elijah Yurkin
Hampton, VA

This content was compiled from the SEC and FINRA.

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