Joel
Maness

Securities America Advisors, Inc

CRD#3249609
Investment Advisor
in Webster, NY

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About this Advisor

Joel Maness is a financial advisor who works in Webster, New York who has 7 years of relevant experience. Maness works at Securities America Advisors, Inc. Throughout their career, they have worked at Primerica Financial Services, Pfs Investments Inc, Wall Street Financial Group, Inc, Securities America, Inc and Securities America Advisors, Inc. Maness maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey and New York. Securities America Advisors, Inc is a registered investment company operating out of La Vista, NE. The company has offices in 1,469 locations and a total of 3,748 people on staff. It has $38 billion in assets under management across its 200,228 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves five charitable organizations. Of its 200,228 client accounts, just 5% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Securities America Advisors, Inc has a number 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 and educational seminars. Financial advisory fees are based on which services the firm provides the client. Fee types charged by Securities America Advisors, Inc can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

60 Barrett Dr Ste G
Webster, NY 14580-2963

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

NY Average: $1,978,216,465
Total Number of Employees

3,748

NY Average: 226
Total Number of Accounts

200,228

NY Average: 7,467
Average Account Size

$190,602

NY Average: $264,928

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

Joel Maness Work History

Joel has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Securities America, Inc

2016 - Present (8 years)

Securities America Advisors, Inc

2016 - 2016 (< 1 year)

Wall Street Financial Group, Inc

1999 - 2016 (17 years)

Primerica Financial Services

1999 - 2016 (17 years)

Pfs Investments Inc

*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 Joel Maness to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Securities America Advisors, Inc

Andi Yao
Burlingame, CA
William Rahjes
Gothenburg, NE
Christopher Conti
Johnston, RI
Derek Bohne
Midvale, UT
James Belenis
Davis, CA
James Garcia
Weslaco, TX
Richard Dutrisac
Costa Mesa, CA
Steven Juul
Spokane, WA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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