Robert
Schup
Securities America Advisors, Inc
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About this Advisor
Robert Schup is a financial advisor operating out of Virginia Beach, Virginia with 3 years of relevant experience. Schup currently works for Securities America Advisors, Inc. Their career trajectory has included roles at Cuso Financial Services, Lp, Mml Investors Services, Sagepoint Financial, Inc, Abnb Federal Credit Union, Eastern Virginia Bankshares, Mid-Atlantic Retirement Solutions, Opus Wealth Strategies, Ohio National Financial Services, The O.N. Equity Sales Company, Kms Financial Services, Inc, Securities America, Inc and Securities America Advisors, Inc. Schup has a Series 66 license, 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 registered investment business operating out of La Vista, NE. It has offices in 1,469 locations and a total of 3,748 employees. It administers $38 billion in total assets across its 200,228 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves five charitable organizations. Of its 200,228 client accounts, just 5% are associated with high-net-worth investors who have more than $1 million in 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 and educational seminars. Financial advisory fees are based on which services the firm provides the client. Fees billed by Securities America Advisors, Inc likely include 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
Robert Schup Work History
Robert has been registered as a financial advisor for 3 years.*
Securities America, Inc
Securities America Advisors, Inc
Opus Wealth Strategies
Ohio National Financial Services
Kms Financial Services, Inc
The O.N. Equity Sales Company
Eastern Virginia Bankshares
Mid-Atlantic Retirement Solutions
Cuso Financial Services, Lp
Abnb Federal Credit Union
Sagepoint Financial, Inc
Mml Investors Services
*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 Robert Schup 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
Johnston, RI
Kimberly, WI
Spokane, WA
Midvale, UT
La Vista, NE
Burlingame, CA
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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