Gregory
Kimura

Securities America Advisors, Inc

CRD#4695172
Investment Advisor
in Portland, OR
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About this Advisor

Gregory Kimura is a certified financial planner operating in Portland, Oregon, with a total of 11 years of financial industry experience. Kimura currently works for Securities America Advisors, Inc. Their career trajectory has included roles at Securities America Advisors, Sii Investments, Inc and Securities America, Inc. Kimura has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Oregon. Securities America Advisors, Inc is an advisory firm that has its headquarters in Portland, Oregon. It has offices in 1,238 locations and a total of 1,875 employees. It manages $22 billion in assets across its 141,149 client accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 65 charitable organizations. Of its 141,149 accounts, just 10% are associated with high-net-worth individuals who have at least $1 million in assets. Securities America Advisors, Inc provides a wide 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, publication of newsletters and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types billed by Securities America Advisors, Inc likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

Yes

Office Location

4605 Ne Fremont St Ste 106
Portland, OR 97212

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$21,887,351,786

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

1,992

OR Average: 226
Total Number of Accounts

154,747

OR Average: 7,467
Average Account Size

$141,440

OR 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

Gregory Kimura Work History

Gregory has 11 years of experience.

2017 - Present (2 years)

Securities America Advisors

2017 - Present (2 years)

Securities America, Inc

2007 - 2017 (10 years)

Sii Investments, Inc

Disclosures

Gregory Kimura has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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