Scott
Mckay

Securities America Advisors, Inc

CRD#4362141
Investment Advisor
in Dallas, TX
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About this Advisor

Scott Mckay is a certified financial planner operating out of Dallas, Texas, with 12 years in the industry. Mckay is an advisor for Securities America Advisors, Inc. Over the course of their career, Mckay has held roles at Securities Service Network, Inc, The Retirement Group, LLC, Associated Securities Corp, Lpl Financial Corporation, Brokers International Financial Services LLC, Securities America Inc and Securities America Advisors. Mckay maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Securities America Advisors, Inc is a company that has its headquarters in Dallas, Texas. It has offices in 1,238 locations and a total of 1,875 people on staff. It administers $22 billion in assets under management among its 141,149 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 65 charitable organizations. Of its 141,149 client accounts, just 10% belong to high-net-worth investors who have greater than $1 million in investable assets. The company 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, publication of newsletters and educational seminars. Fees charged by financial advisors depend on which service is offered. However, fee types charged by Securities America Advisors, Inc may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 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

10501 N Central Expwy
Dallas, TX 75231

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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

Scott Mckay Work History

Scott has 12 years of experience.

2015 - Present (4 years)

Securities America Inc

2015 - Present (4 years)

Securities America Advisors

2012 - 2015 (3 years)

Brokers International Financial Services LLC

2009 - 2012 (3 years)

Lpl Financial Corporation

2008 - 2008 (0 years)

The Retirement Group, LLC

2008 - 2009 (1 years)

Associated Securities Corp

2006 - 2008 (2 years)

Securities Service Network, Inc

Disclosures

Scott Mckay has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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