James
Muchard
Securities America Advisors, Inc
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About this Advisor
James Muchard is a financial advisor operating out of Rochester, New York with a total of 6 years of relevant experience. Muchard works at Securities America Advisors, Inc. The advisor has gained experience at Invest Financial Corporation, Rochester City School District, Muchard Financial, Securities America Advisors and Securities America, Inc. Muchard holds Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California and New York. Securities America Advisors, Inc is a registered investment business operating out of La Vista, NE. The company has offices in 1,469 locations and a total of 3,748 employees. It administers $38 billion in total assets between its 200,228 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves five charitable organizations. Of its 200,228 client accounts, just 5% are held by high-net-worth clients who have more than $1 million in investable assets. Securities America Advisors, Inc has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees depend on which services the firm provides the client. However, fees billed by Securities America Advisors, Inc likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Securities America Advisors, Inc Brokerage Details
$38,163,842,160
3,748
200,228
$190,602
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
- Educational seminars/workshops
James Muchard Work History
James has been registered as a financial advisor for 6 years.*
Securities America Advisors
Securities America, Inc
Rochester City School District
Muchard Financial
Invest Financial Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Muchard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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