Securities America Advisors, Inc
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
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
John Nelson Work History
John has 24 years of experience.
Securities America, Inc
Spectrum Financial, Inc
Securities America Advisor, Inc
John Nelson has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
La Vista, NE
La Vista, NE
Salt Lake City, UT
La Vista, NE
Jacksonville Beach, FL
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.