Securities America Advisors, Inc.
GPTKB entity
Statements (62)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Financial_Services_Company
|
| gptkbp:acquisition |
acquired_by_Advisor_Group_in_2016
|
| gptkbp:affiliation |
gptkb:Investment_Adviser_Association
gptkb:National_Association_of_Insurance_Commissioners gptkb:Financial_Planning_Association gptkb:Securities_Industry_and_Financial_Markets_Association |
| gptkbp:customerBase |
institutional investors
individual investors |
| gptkbp:focus |
independent financial advisors
|
| gptkbp:founded |
1984
|
| gptkbp:founder |
gptkb:David_M._H._Heller
|
| gptkbp:headCoach |
gptkb:David_M._H._Heller
|
| gptkbp:headquarters |
gptkb:Omaha,_Nebraska
gptkb:Omaha,_Nebraska,_USA |
| https://www.w3.org/2000/01/rdf-schema#label |
Securities America Advisors, Inc.
|
| gptkbp:localBusiness |
financial planning services
insurance services investment services risk management services financial literacy programs financial consulting services estate planning services compliance services tax planning services financial advisory services market research services financial technology solutions portfolio management services trust services investment management services financial reporting services financial coaching services financial risk assessment services brokerage services retirement income planning college savings plans business succession planning retirement services financial analysis services regulatory reporting services financial modeling services financial forecasting services charitable giving strategies investment research services asset allocation services investment strategy services financial due diligence services financial performance evaluation services financial statement analysis services wealth_management_services |
| gptkbp:numberOfEmployees |
over 500
|
| gptkbp:parentCompany |
gptkb:Advisor_Group
|
| gptkbp:regulatoryCompliance |
gptkb:FINRA
gptkb:SEC |
| gptkbp:revenue |
over $100 million
|
| gptkbp:services |
financial planning
retirement planning wealth management investment advisory services |
| gptkbp:subsidiary |
gptkb:Securities_America,_Inc.
|
| gptkbp:type |
broker-dealer
|
| gptkbp:website |
www.securitiesamerica.com
|