Securities America, Inc.

GPTKB entity

Statements (61)
Predicate Object
gptkbp:instanceOf gptkb:Financial_Services_Company
gptkbp:acquisition Acquired_by_AIG_in_2001
Acquired_by_Advisor_Group_in_2016
Acquired_by_the_Advisor_Group_in_2016
Acquired_by_the_Royal_Bank_of_Canada_in_2004
gptkbp:affiliation gptkb:Investment_Adviser_Association
gptkb:North_American_Securities_Administrators_Association
gptkb:National_Association_of_Insurance_Commissioners
gptkb:Financial_Planning_Association
gptkb:Securities_Industry_and_Financial_Markets_Association
gptkbp:founded 1984
gptkbp:founder gptkb:David_E._Smith
gptkbp:headCoach gptkb:David_E._Smith
gptkbp:headquarters gptkb:Omaha,_Nebraska
https://www.w3.org/2000/01/rdf-schema#label Securities America, Inc.
gptkbp:numberOfEmployees over 500
gptkbp:offers life insurance
mutual funds
equities
annuities
fixed income products
gptkbp:operatesIn gptkb:United_States
gptkbp:parentCompany gptkb:Advisor_Group
gptkbp:partnerships Various financial institutions
gptkbp:regulatoryBody gptkb:FINRA
gptkb:SEC
gptkbp:revenue $100 million+
gptkbp:services risk management
financial planning
financial reporting
insurance products
investment advisory
market research
retirement planning
tax planning
financial analysis
investment management
estate planning
financial education
portfolio management
wealth management
financial literacy programs
retirement accounts
financial consulting
financial goal setting
trading services
asset allocation
compliance services
investment research
wealth transfer strategies
brokerage services
college savings plans
business succession planning
charitable giving strategies
client support
investment policy statements
gptkbp:subsidiary gptkb:Securities_America_Advisors,_Inc.
gptkbp:targetMarket financial advisors
individual investors
gptkbp:type broker-dealer
gptkbp:website www.securitiesamerica.com