David
Pintaric
Securities America Advisors, Inc
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About this Advisor
David Pintaric is a financial advisor operating out of Youngstown, Ohio with a total of 4 years of relevant experience. Pintaric is an advisor for Securities America Advisors, Inc. Throughout their career, Pintaric has worked at Wrp Investments, Inc, Sterne Agee Financial Services, Inc, Sterne Agee Investment Advisor Services, Inc, Securities America, Inc and Securities America Advisors. Pintaric maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Ohio. Securities America Advisors, Inc is an advisory business that has its headquarters in La Vista, NE. The firm has offices in 1,469 locations and a total of 3,748 people on staff. It manages $38 billion in assets between its 200,228 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises five charitable organizations. Of its 200,228 accounts, just 5% belong to high-net-worth investors who have greater than $1 million in investable assets. Securities America Advisors, Inc has a broad range 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. Financial advisory fees usually vary depending on which services are offered. However, fees billed by Securities America Advisors, Inc can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Securities America Advisors, Inc Brokerage Details
$38,163,842,160
3,748
200,228
$190,602
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
David Pintaric Work History
David has been registered as a financial advisor for 4 years.*
Securities America, Inc
Securities America Advisors
Sterne Agee Investment Advisor Services, Inc
Sterne Agee Financial Services, Inc
Wrp Investments, Inc
*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 David Pintaric 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
Burlingame, CA
Orland Park, IL
Johnston, RI
Midvale, UT
La Vista, NE
La Vista, NE
La Vista, NE
Spokane, WA
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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