Securities America Advisors, Inc

Investment Advisor
in Portland, OR
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About this Advisor

James Shorr is a chartered financial consultant operating out of Portland, Oregon, who has been in the industry for 13 years. Shorr is an advisor for Securities America Advisors, Inc. Throughout their career, they have worked at Sii Investments, Inc, The Guidance Group, Securities America Advisory, Securities America Inc and Securities America Advisors. Shorr holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and can work in Oregon. Securities America Advisors, Inc is an advisory company that has its headquarters in Portland, Oregon. The company has offices in 1,238 locations and a total of 1,875 employees. It controls $22 billion in assets between its 141,149 accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 65 charitable organizations. Of its 141,149 accounts, just 10% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Securities America Advisors, Inc performs a diverse assortment 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. Financial advisory fees vary depending on the financial services. However, fees charged by Securities America Advisors, Inc most likely include some combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years of Experience

13 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



Office Location

10250 Sw Greenburg Rd, Ste 120
Portland, OR 97223

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management


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


OR Average: 226
Total Number of Accounts


OR Average: 7,467
Average Account Size


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

James Shorr Work History

James has 13 years of experience.

2018 - Present (1 year)

Securities America Advisory

2017 - Present (2 years)

Securities America Inc

2017 - Present (2 years)

Securities America Advisors

2005 - Present (14 years)

Sii Investments, Inc

2005 - Present (14 years)

The Guidance Group


James Shorr has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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