Thomas
Dilworth
Securities America Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Thomas Dilworth is a financial advisor who works in Toledo, Ohio who has 17 years of relevant experience. Dilworth is currently employed by Securities America Advisors, Inc. Over the course of their career, they have held roles at Securities America, Inc and Securities America Advisors, Inc. Dilworth maintains a Series 63 license, which qualifies them as a securities broker, and is able to serve investors in Ohio and Texas. Securities America Advisors, Inc is a firm that has its headquarters in La Vista, NE. The firm has offices in 1,469 locations and a total of 3,748 employees. It has $38 billion in total assets across its 200,228 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves five charitable organizations. Of its 200,228 client accounts, just 5% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a diverse array 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. A financial advisor's fee schedules typically depend on which service is provided. However, fee types charged by Securities America Advisors, Inc most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Thomas Dilworth Work History
Thomas has been registered as a financial advisor for 17 years.*
Securities America Advisors, Inc
Securities America, 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 Thomas Dilworth 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
Kimberly, WI
San Jose, CA
Burlingame, CA
Midvale, UT
East Hartford, CT
Urbandale, IA
Spokane, WA
Johnston, RI
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
