Gayle
Canini

Securities America Advisors, Inc

CRD#2489484
Investment Advisor
in Winchester, VA

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About this Advisor

Gayle Canini is a financial advisor working out of Winchester, Virginia with 7 years of industry experience. Canini is currently employed by Securities America Advisors, Inc. During their career, the advisor has held roles at Securities America, Inc, Employee Benefits Adm., Inc and Securities America Advisors. Canini has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Virginia. Securities America Advisors, Inc is a financial advisory firm headquartered in La Vista, NE. The investment advisory business has offices in 1,469 locations and a total of 3,748 financial advisors. It administers $38 billion in total assets among its 200,228 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises five charitable organizations. Of its 200,228 customer accounts, just 5% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Securities America Advisors, Inc provides a wide set 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 and educational seminars. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees charged by Securities America Advisors, Inc can consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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

1800 Valley Ave
Winchester, VA 22601-6304

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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

Gayle Canini Work History

Gayle has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Securities America Advisors

2012 - Present (12 years)

Securities America, Inc

1992 - Present (32 years)

Employee Benefits Adm., Inc

*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 Gayle Canini 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

John Weekly
Omaha, NE
Neil Daley
Bristol, CT
Andi Yao
Burlingame, CA
Derek Bohne
Midvale, UT
Matthew Stange
Urbandale, IA
Wesley Brown
La Vista, NE
Richard Dutrisac
Costa Mesa, CA
Steven Juul
Spokane, WA

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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