Securities America Advisors, Inc
About this Advisor
Christina Wolfe is a financial advisor based in Buffalo, New York, with a total of 10 years in the industry. Wolfe is on the advisory team at Securities America Advisors, Inc. They have been an employee of Securities America Advisors, Inc for the entirety of their career. Wolfe maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey. Securities America Advisors, Inc is an advisory business based in Buffalo, New York. The investment advisory business has offices in 1,271 locations and a total of 1,989 people on staff. It has $29 billion in total assets across its 184,356 client accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 20 charitable organizations. Of its 184,356 accounts, 15% are held by high-net-worth clients who have greater than $1 million in investable assets. Securities America Advisors, Inc has a broad range of services, such as 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. Fees charged by financial advisors usually depend on which services are provided. Fees charged by Securities America Advisors, Inc likely 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
Christina Wolfe Work History
Christina has 10 years of experience.
Securities America Inc
Christina Wolfe has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc