Andrew
Baillie

Securities America Advisors, Inc

CRD#5574704
Investment Advisor
in Suffolk, VA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Andrew Baillie is a financial advisor working out of Suffolk, Virginia with a total of 6 years of relevant experience. Baillie is on the advisory team at Securities America Advisors, Inc. Baillie has gained experience at Investors Capital Corporation, Cetera Advisors LLC, Securities America, Inc and Securities America Advisors. Baillie holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Texas and Virginia. Securities America Advisors, Inc is a registered investment 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 administers $38 billion in assets among its 200,228 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to five charities and foundations. Of its 200,228 accounts, just 5% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm performs a broad assortment 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. A financial advisor's fee schedules usually vary depending on the services. Fees charged by Securities America Advisors, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

Suffolk, VA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

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

3,748

VA Average: 226
Total Number of Accounts

200,228

VA Average: 7,467
Average Account Size

$190,602

VA 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

Andrew Baillie Work History

Andrew has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Securities America, Inc

2017 - Present (7 years)

Securities America Advisors

2016 - 2017 (1 year)

Cetera Advisors LLC

2010 - 2016 (6 years)

Investors Capital Corporation

*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 Andrew Baillie 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
Edward Debay
East Hartford, CT
Andi Yao
Burlingame, CA
Derek Bohne
Midvale, UT
John Weekly
Omaha, NE
Seth Wilson
Fresno, CA
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started