John
Nelson

Securities America Advisors, Inc

CRD#1667811
Investment Advisor
in Hickory, NC

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About this Advisor

John Nelson is a financial advisor who works out of Hickory, North Carolina, with 24 years of professional experience. Nelson is currently employed by Securities America Advisors, Inc. Over the course of their career, they have held roles at Securities America, Inc, Spectrum Financial, Inc, Securities America Advisor, Inc, Spectrum Benefits and Everbank. Nelson has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina. Securities America Advisors, Inc is an advisory firm based in Hickory, North Carolina. The firm has offices in 1,271 locations and a total of 1,989 people on staff. It has $29 billion in assets under management between its 184,356 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 20 charities and foundations. Of its 184,356 customer accounts, 15% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm performs 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, publication of newsletters and educational seminars. Fees charged by financial advisors are based on which service is provided. Fees charged by Securities America Advisors, Inc likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

24 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

1375 Lenoir Rhyne Blvd Se Suite 101
Hickory, NC 28602

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$29,024,824,068

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

1,989

NC Average: 226
Total Number of Accounts

184,356

NC Average: 7,467
Average Account Size

$157,439

NC Average: $264,928

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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

John Nelson Work History

John has 24 years of experience.

2006 - Present (15 years)

Everbank

2001 - Present (20 years)

Spectrum Benefits

1996 - Present (25 years)

Securities America, Inc

1996 - Present (25 years)

Spectrum Financial, Inc

1996 - Present (25 years)

Securities America Advisor, Inc

Disclosures

John Nelson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Tracie Baiz
Sacramento, CA
Tom Mcdermott
La Vista, NE
Merline Kurian
Amarillo, TX
Cory Randall
La Vista, NE
Christy Roe
Salt Lake City, UT
Dustin Zuck
La Vista, NE
William Vail
Jacksonville Beach, FL
Paul Klement
Dallas, TX

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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