Securities America Inc. is a national top 10 independent broker-dealer (as ranked by Financial Advisor magazine, 2019). A wholly owned subsidiary of Advisor Group, Inc. Securities America’s 88,000-square-foot corporate headquarters is located in La Vista, Nebraska (an Omaha suburb).
At the end of 2019, Securities America Advisors had approximately $103 billion in total client assets under administration and nearly $50 billion in fee-based advisory assets under management.
Clearing Firms: National Financial Services, LLC, Member NYSE/SIPC, and Pershing, LLC, member FINRA, NYSE, SIPC, and a subsidiary of The Bank of New York Mellon Corporation.
Securities America is an industry thought leader combining personal and professional service with a commitment to helping independent financial professionals grow, perfect and protect their businesses and their clients’ financial futures through:
Unmatched, innovative services that propel business growth, including access to experts in transition, marketing, continuity, practice acquisition, succession planning and retirement income distribution.
Intuitive, industry-leading technology that allows financial professionals to focus on revenue-generating activities and collaborate with clients anywhere, any time and on any device.
Freedom for financial professionals to manage assets themselves, outsource to third-party money managers, or both – all on a state-of-the-art, competitively-priced advisory platform.
Flexibility to choose from leading third-party clearing and custody firms.
Comprehensive marketing and practice management support to help branches of all sizes attract new financial professionals and drive growth for existing financial professionals.
Access to trust services, advanced planning, life insurance, annuities, asset management, equity research, IPOs and secondary offerings, and a fixed-income trading desk.