Securities America Advisors, Inc
About this Advisor
Vernon Wheeler is a financial advisor based in La Vista, Nebraska. Currently a registered financial advisor at Securities America Advisors, Inc, they have accumulated 15 years of work experience. Wheeler has a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Wheeler is registered to work with investors based out of Nebraska. The advisor has gained experience at Securities America Inc, Reel People/Actors Etc. Unlimited, Metropolitan Community College- Fort Omaha Campus, Under Armour-Outlet, Eddie Bauer Outlet, Aeropostale, Shopko, Scooter'S and Securities America Advisors. Securities America Advisors, Inc is headquartered in La Vista, Nebraska, and has 1,271 brick-and-mortar locations in the United States. Overall, 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 largest investment advisory firms in the country. The firm manages 127,618 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Securities America Advisors, Inc offers 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
Vernon Wheeler Work History
Vernon has 15 years of experience.
Securities America Advisors
Securities America Inc
Metropolitan Community College- Fort Omaha Campus
Reel People/Actors Etc. Unlimited
Eddie Bauer Outlet
Vernon Wheeler has no disclosures.
Please visit their SEC profile for more details.
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