Laura
Davitt

Securities America Advisors, Inc

CRD#2644259
Investment Advisor
in Cincinnati, OH

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About this Advisor

Laura Davitt is a certified financial planner based in Cincinnati, Ohio with a total of 9 years of industry experience. Davitt works at Securities America Advisors, Inc. Davitt has gained experience at Fidelity Investments Institutional Services Company, Inc, Fidelity Brokerage Services LLC, Securities America, Inc and Securities America Advisors. Davitt holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to advise clients in Ohio and Texas. Securities America Advisors, Inc is a registered investment firm based in La Vista, NE. It has offices in 1,469 locations and a total of 3,748 people on staff. It has $38 billion in assets between its 200,228 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves five charities and foundations. Of its 200,228 customer accounts, just 5% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Securities America Advisors, Inc performs a diverse range of services, such as 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. Fees for financial advice typically vary depending on which service is provided. Fees billed by Securities America Advisors, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

9 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5600 Harrison Ave
Cincinnati, OH 45248

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

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

3,748

OH Average: 226
Total Number of Accounts

200,228

OH Average: 7,467
Average Account Size

$190,602

OH Average: $264,928

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

Laura Davitt Work History

Laura has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Securities America, Inc

2014 - Present (10 years)

Securities America Advisors

2014 - 2014 (< 1 year)

Securities America, Inc

2008 - 2014 (6 years)

Fidelity Brokerage Services LLC

1999 - 2014 (15 years)

Fidelity Investments Institutional Services Company, 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 Laura Davitt 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

Edward Debay
East Hartford, CT
Susan Roberts
La Vista, NE
John Weekly
Omaha, NE
Derek Bohne
Midvale, UT
Wesley Brown
La Vista, NE
Denis Conlon
Orland Park, IL
Steven Juul
Spokane, WA
Brandon Warman
Kimberly, WI

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

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