Lawrence
Gekiere

Securities America Advisors, Inc

CRD#219438
Investment Advisor
in Dallas, TX
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About this Advisor

Lawrence Gekiere is a financial advisor who works in Dallas, Texas. Currently an investment advisor with Securities America Advisors, Inc, they have accumulated 15 years of professional experience as a registered investment advisor. Gekiere maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Gekiere can operate based out of Texas. During their career, Gekiere has held roles at Securities America, Inc, Securities America Advisors, Inc and Navigation Financial Group. Securities America Advisors, Inc is headquartered in Dallas, Texas, and has 1,238 additional brick-and-mortar locations across the United States. As a company, Securities America Advisors, Inc manages $22 billion in assets throughout 141,149 client accounts and employs more than 1,875 people. The firm's total assets under management places it among the largest investment advisory firms in the country. The firm manages 77,459 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 10% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. 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, Series 65, Chartered Financial Consultant

Years of Experience

15 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

15770 N. Dallas Parkway Suite 650
Dallas, TX 75248

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$22,171,774,973

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

1,875

TX Average: 226
Total Number of Accounts

141,149

TX Average: 7,467
Average Account Size

$157,081

TX 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

Lawrence Gekiere Work History

Lawrence has 15 years of experience.

2003 - Present (16 years)

Securities America, Inc

2003 - Present (16 years)

Securities America Advisors, Inc

2003 - Present (16 years)

Navigation Financial Group

Disclosures

Lawrence Gekiere has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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