Charlotte
Quillian
Securities America Advisors, Inc
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About this Advisor
Charlotte Quillian is a financial advisor operating out of Seattle, Washington with 1 year of industry experience. Quillian is an advisor for Securities America Advisors, Inc. During their career, the advisor has held roles at Securities America, Inc, Kms Financial Services, Inc, Acm Wyoming, Jackson Hole Mountain Resort, Snake River Interiors, Stieglers Austrian Restaurant And Copper Bar, Western Washington University, Usi Kibble And Prentice and Nordstrom. Quillian has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Washington. Securities America Advisors, Inc is a registered investment company that has its headquarters in La Vista, NE. It has offices in 1,469 locations and a total of 3,748 financial advisors. It administers $38 billion in assets between its 200,228 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 200,228 customer accounts, just 5% belong to high-net-worth individuals who have more than $1 million in investable assets. The company performs a number 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. Fees for financial management typically vary depending on the type of services provided. Fees billed by Securities America Advisors, Inc likely consist 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
Charlotte Quillian Work History
Charlotte has been registered as a financial advisor for 1 years.*
Securities America, Inc
Securities America, Inc
Kms Financial Services, Inc
Acm Wyoming
Snake River Interiors
Jackson Hole Mountain Resort
Stieglers Austrian Restaurant And Copper Bar
Usi Kibble And Prentice
Kms Financial Services, Inc
Nordstrom
Western Washington University
*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 Charlotte Quillian 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
Kimberly, WI
Bristol, CT
Costa Mesa, CA
Midvale, UT
Fresno, CA
Omaha, NE
La Vista, NE
La Vista, NE
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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