Michael
Myers

Securities America Advisors, Inc

CRD#2609878
Investment Advisor
in Portland, OR
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About this Advisor

Michael Myers is a certified financial planner in Portland, Oregon. Currently an advisor with Securities America Advisors, Inc, Myers has 12 years of practice as an investment advisor. Myers holds a Series 63 license, designating them as a securities representative. Myers can operate based out of Oregon and Texas. Throughout their career, they have worked at Sii Investments, Inc, Eagle Financial Consulting, Securities America Advisors and Securities America, Inc. Securities America Advisors, Inc is headquartered in Portland, Oregon, and has 1,238 offices in the country. As a company, Securities America Advisors, Inc oversees $22 billion in assets dispersed across 141,149 client accounts and employs more than 1,875 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 77,459 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Securities America Advisors, Inc can provide 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. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

12 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

10220 Sw Greenburg Rd Ste 330
Portland, OR 97223

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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

Michael Myers Work History

Michael has 12 years of experience.

2017 - Present (2 years)

Securities America Advisors

2017 - Present (2 years)

Securities America, Inc

2006 - 2017 (11 years)

Sii Investments, Inc

2006 - Present (13 years)

Eagle Financial Consulting

Disclosures

Michael Myers has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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