Nicholas
Beckman

Securities America Advisors, Inc

CRD#5898732
Investment Advisor
in Buffalo, NY

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About this Advisor

Nicholas Beckman is a financial advisor who works out of Buffalo, New York, who has 2 years of relevant experience. Beckman currently works for Securities America Advisors, Inc. Beckman has gained experience at National Planning Corporation, Securities America Inc and Securities America Advisors. Beckman maintains a Series 63 license, certifying them as a securities broker, and is registered to work in New York. Securities America Advisors, Inc is an advisory business that has its headquarters in La Vista, NE. It has offices in 1,469 locations and a total of 3,748 employees. It manages $38 billion in total assets between its 200,228 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 200,228 accounts, just 5% are associated with high-net-worth investors who have more than $1 million in assets. The company has a number 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. Fees for financial advice largely vary depending on which services the firm provides the client. However, fees charged by Securities America Advisors, Inc likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

2 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

2562 Walden Ave, Ste 101
Buffalo, NY 14225

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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

Nicholas Beckman Work History

Nicholas has been registered as a financial advisor for 2 years.*

2017 - Present (7 years)

Securities America Inc

2017 - Present (7 years)

Securities America Advisors

2013 - Present (11 years)

National Planning 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 Nicholas Beckman 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

Christopher Conti
Johnston, RI
Edward Debay
East Hartford, CT
Steven Juul
Spokane, WA
Derek Bohne
Midvale, UT
Donald Seaman
La Vista, NE
Andi Yao
Burlingame, CA
Erinn Ford
La Vista, NE
Richard Dutrisac
Costa Mesa, CA

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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