Kelly
Mcdermott

Securities America Advisors, Inc

CRD#5452831
Investment Advisor
in Dallas, TX

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About this Advisor

Kelly Mcdermott is a financial advisor working in Dallas, Texas, who has 9 years of relevant experience. Mcdermott is currently employed by Securities America Advisors, Inc. Throughout their career, they have worked at Wfg Investments Inc, Lpl, Securities America Inc and Securities America Advisors. Mcdermott has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Securities America Advisors, Inc is a company headquartered in La Vista, NE. The investment advisory business has offices in 1,469 locations and a total of 3,748 financial advisors. It handles $38 billion in assets under management across its 200,228 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to five charities and foundations. Of its 200,228 accounts, just 5% are held by high-net-worth investors who have greater than $1 million in assets. The company provides a diverse 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 and educational seminars. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types billed by Securities America Advisors, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

9 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

6510 Abrams Rd Ste 355
Dallas, TX 75231

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

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

3,748

TX Average: 226
Total Number of Accounts

200,228

TX Average: 7,467
Average Account Size

$190,602

TX 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

Kelly Mcdermott Work History

Kelly has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Securities America Inc

2014 - Present (10 years)

Securities America Advisors

2013 - 2014 (1 year)

Lpl

2011 - 2013 (2 years)

Wfg Investments Inc

*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 Kelly Mcdermott 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

Brandon Warman
Kimberly, WI
Mark Hansen
San Jose, CA
Andi Yao
Burlingame, CA
Derek Bohne
Midvale, UT
Edward Debay
East Hartford, CT
Matthew Stange
Urbandale, IA
Steven Juul
Spokane, WA
Christopher Conti
Johnston, RI

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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