Securities America Advisors, Inc
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
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
Travis Plummer Work History
Travis has 12 years of experience.
Securities America Inc
Tj Anderson Abstracting
University Of Nebraska At Omaha
Travis Plummer has no disclosures.
Please visit their SEC profile for more details.
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