Securities America Advisors, Inc
About this Advisor
Peter Nelson is an investment advisor in Hickory, North Carolina. Currently a registered investment advisor at Securities America Advisors, Inc, Nelson has 13 years of work experience as a financial advisor. Nelson has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Nelson can work with investors based out of North Carolina. Their career trajectory has included roles at Securities America Inc, Securities America Advisors and Spectrum Financial Inc. Securities America Advisors, Inc is located in Hickory, North Carolina, and has 1,271 brick-and-mortar locations in the nation. In total, Securities America Advisors, Inc manages $29 billion in assets across 184,356 client accounts and employs more than 1,989 people. The amount of assets the firm manages makes it one of the biggest firms in the United States. The firm manages 127,618 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 15% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Securities America Advisors, Inc provides 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. The firm may charge clients 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
Peter Nelson Work History
Peter has 13 years of experience.
Spectrum Financial Inc
Securities America Inc
Securities America Advisors
Peter Nelson has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
Wellesley Hills, MA
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.