Judith
Mohr

Securities America Advisors, Inc

CRD#1670744
Investment Advisor
in Charlotte, NC
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About this Advisor

Judith Mohr is a certified financial planner operating out of Charlotte, North Carolina, with a total of 10 years of experience as a financial advisor. Mohr is an advisor for Securities America Advisors, Inc. During their career, Mohr has held roles at Woodbury Financial Services, Securities Service Network Inc, Securities America, Inc and Securities America Advisors, Inc. Mohr has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina and Texas. Securities America Advisors, Inc is a registered investment company headquartered in Charlotte, North Carolina. The company has offices in 1,238 locations and a total of 1,875 financial advisors. It manages $22 billion in assets between its 141,149 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 65 charities and foundations. Of its 141,149 client accounts, just 10% are associated with high-net-worth investors who have more than $1 million in investable assets. Securities America Advisors, Inc 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, publication of newsletters and educational seminars. Fees charged by financial advisors usually are based on which service is provided. However, fees billed by Securities America Advisors, Inc most likely include some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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

13850 Ballantyne Corporate Place Suite 500
Charlotte, NC 28277

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$22,171,774,973

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

1,875

NC Average: 226
Total Number of Accounts

141,149

NC Average: 7,467
Average Account Size

$157,081

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

Judith Mohr Work History

Judith has 10 years of experience.

2013 - Present (6 years)

Securities America, Inc

2013 - Present (6 years)

Securities America Advisors, Inc

2009 - 2013 (4 years)

Securities Service Network Inc

2008 - 2009 (1 years)

Woodbury Financial Services

Disclosures

Judith Mohr has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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