Stevan
Gates
Securities America Advisors, Inc
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About this Advisor
Stevan Gates is a financial advisor who works out of Midvale, Utah with a total of 6 years of relevant experience. Gates is currently employed by Securities America Advisors, Inc. The advisor has gained experience at Allegis Investment Advisors, Allegis Investment Services, Solar City, Vivint Solar, Securities America, Inc and Securities America Advisors. Gates holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Utah. Securities America Advisors, Inc is an advisory business that has its headquarters in La Vista, NE. The company has offices in 1,469 locations and a total of 3,748 advisors. It has $38 billion in total assets across its 200,228 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises five charities and foundations. Of its 200,228 accounts, just 5% belong to high-net-worth individuals who have greater than $1 million in assets. Securities America Advisors, Inc performs a wide set 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. Financial advisory fee schedules typically vary depending on the financial services offered. However, fees billed by Securities America Advisors, Inc most likely include some blend 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
Stevan Gates Work History
Stevan has been registered as a financial advisor for 6 years.*
Securities America, Inc
Securities America Advisors
Allegis Investment Advisors
Allegis Investment Services
Solar City
Solar City
Vivint Solar
*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 Stevan Gates 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
Omaha, NE
San Jose, CA
Spokane, WA
Midvale, UT
Fresno, CA
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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