Merline
Kurian

Securities America Advisors, Inc

CRD#7165195
Investment Advisor
in Amarillo, TX

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About this Advisor

Merline Kurian is a financial advisor working in Amarillo, Texas, who has 10 years of financial industry experience. Kurian is an employee of Securities America Advisors, Inc. During their career, Kurian has held roles at David V. Eck & Associates, Brown, Graham & Co P.C, Securities America, Inc and Securities America Advisors. Kurian holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Securities America Advisors, Inc is a registered investment business based out of Amarillo, Texas. The firm has offices in 1,271 locations and a total of 1,989 advisors. It controls $29 billion in assets between its 184,356 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 20 charities and foundations. Of its 184,356 customer accounts, 15% are associated with high-net-worth individuals who have more than $1 million in investable assets. Securities America Advisors, Inc performs 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, publication of newsletters and educational seminars. Financial management fees vary depending on which services are provided. However, fee types billed by Securities America Advisors, Inc may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

No

Office Location

7431 Continental Pkwy
Amarillo, TX 79119

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$29,024,824,068

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

1,989

TX Average: 226
Total Number of Accounts

184,356

TX Average: 7,467
Average Account Size

$157,439

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

Merline Kurian Work History

Merline has 10 years of experience.

2020 - Present (1 year)

Securities America Advisors

2019 - Present (2 years)

Securities America, Inc

2011 - Present (10 years)

Brown, Graham & Co P.C

2010 - 2011 (1 year)

David V. Eck & Associates

Disclosures

Merline Kurian has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Andrew Zanowski
Chesterfield, MO
Brady Mullen
Littleton, CO
Joel Nelson
Sterling, CO
Michael Albert
Bryan, TX
Syed Nishat
New York, NY
Richard Rustin
Huntington Beach, CA
Merline Kurian
Amarillo, TX
Elijah Yurkin
Hampton, VA

This content was compiled from the SEC and FINRA.

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