Brian
Drolet
Securities America Advisors, Inc
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About this Advisor
Brian Drolet is a financial advisor who works out of Southlake, Texas who has 3 years of industry experience. Drolet currently works for Securities America Advisors, Inc. Throughout their career, Drolet has worked at Mutual Of Omaha, Lpl Financial, 360 Wealth Management LLC, Summit Financial Services, Summit Brokerage Services, Sagepoint Financial, Kestra Financial, Inc, Securities America, Inc, Securities America Advisors and Arbor Point Advisors. Drolet maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Securities America Advisors, Inc is a registered investment business that has its headquarters in La Vista, NE. The investment advisory business has offices in 1,469 locations and a total of 3,748 advisors. It controls $38 billion in assets under management among its 200,228 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to five charitable organizations. Of its 200,228 accounts, just 5% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a diverse set 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. Fees for financial management typically depend on which service is provided. Fee types charged by Securities America Advisors, Inc may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Brian Drolet Work History
Brian has been registered as a financial advisor for 3 years.*
Arbor Point Advisors
Securities America, Inc
Securities America Advisors
Kestra Financial, Inc
Sagepoint Financial
Lpl Financial
360 Wealth Management LLC
Summit Financial Services
Summit Brokerage Services
Mutual Of Omaha
*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 Brian Drolet 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
Burlingame, CA
San Jose, CA
Spokane, WA
Midvale, UT
Kimberly, WI
East Hartford, CT
La Vista, NE
Costa Mesa, CA
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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