Mark
Mensack

Securities America Advisors, Inc

CRD#2639903
Investment Advisor
in Ardmore, PA

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About this Advisor

Mark Mensack is a financial advisor who works in Ardmore, Pennsylvania with a total of 3 years of relevant experience. Mensack is an employee of Securities America Advisors, Inc. Their career trajectory has included roles at Piedmont Investment Advisors, LLC, Fsc Securities, Securities America, Inc, Securities America Advisors, Inc, Ssn Advisory Inc and Securities Service Network. Mensack maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in New Jersey and Pennsylvania. Securities America Advisors, Inc is a firm based in La Vista, NE. The company has offices in 1,469 locations and a total of 3,748 financial advisors. It manages $38 billion in assets between its 200,228 accounts, placing it among the biggest firms in the nation by assets under management. The firm advises five charities and foundations. Of its 200,228 accounts, just 5% are held by high-net-worth clients who have at least $1 million in investable assets. The business offers a number 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. Financial management fee schedules are based on which services the firm provides the client. However, fee types billed by Securities America Advisors, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

3 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

Ardmore, PA

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

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

3,748

PA Average: 226
Total Number of Accounts

200,228

PA Average: 7,467
Average Account Size

$190,602

PA 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

Mark Mensack Work History

Mark has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Securities America, Inc

2020 - Present (4 years)

Securities America Advisors, Inc

2018 - 2020 (2 years)

Ssn Advisory Inc

2018 - 2020 (2 years)

Securities Service Network

2014 - 2018 (4 years)

Fsc Securities

2009 - 2014 (5 years)

Piedmont Investment Advisors, LLC

*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 Mark Mensack 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

Luca Procel
Issaquah, WA
Steven Felchle
Bismarck, ND
Hugh Carter
Richmond, VA
Derek Bohne
Midvale, UT
Clint Eikmeier
Omaha, NE
David Maynard
Winston Salem, NC
Wesley Brown
La Vista, NE
Denis Conlon
Orland Park, IL

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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