Securities America Advisors, Inc.
Securities America Advisors, Inc. (CRD# 110518) is a financial advisory firm headquartered in La Vista, NE. They manage $45,429,324,282 in 211,800 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management45,429MILLION
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Total Number of Accounts211,800ACCOUNTS
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Average Account Value$214,492
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Providing retirement income and tax planning for physicians and professionals
Eric Maclean (CRD# 5925615) is an Investment Advisor Representative and President at Maclean Wealth Planning, LLC in University Place, WA and has over 30 years of experience in the financial services industry.
I’ve been helping clients solve financial issues for over 30 years. As a Chartered Financial Consultant® and Investment Advisor Representative, I’m well equipped to provide you with the knowledge and advice on a wide array of financial concerns, including retirement income planning, 401k rollovers, wealth preservation strategies, lifetime income solutions, asset allocation strategies, decumulation strategies and of host of other financial concerns.
As an independent advisors, we draw from a wide variety of investment options and develop a plan that's right for you. Delivering consistent reliable income for a healthy retirement. Contact us today for your free "Retirement Check-Up".
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Maclean Wealth Planning, LLC 1201 Pacific Ave, Suite 600 Tacoma, WA 98402
Office: 253-509-7051
Investment Adviser Representative offering securities & advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Patrick Culligan (CRD# 1053785) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hillsboro, OR and has over 39 years of experience in the finance industry. Patrick Culligan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephen Acerra (CRD# 2054637) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Milton, MA and has over 32 years of experience in the finance industry.
Marcos Acevedo (CRD# 2836509) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Palm Coast, FL and has over 26 years of experience in the finance industry.
David Adams (CRD# 4138711) is an Investment Advisor Representative working at Securities America Advisors, Inc. in El Paso, TX and has over 18 years of experience in the finance industry.
Steven Adamson (CRD# 4149143) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Olathe, KS and has over 23 years of experience in the finance industry.
Matthew Agius (CRD# 4736296) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Los Gatos, CA and has over 19 years of experience in the finance industry.
Timothy Aguillard (CRD# 4010328) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Lake Charles, LA and has over 23 years of experience in the finance industry.
Angel Aguinaldo (CRD# 723432) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Glendale, CA and has over 28 years of experience in the finance industry.
Nasser Ahmad (CRD# 5526341) is an Investment Advisor Representative working at Securities America Advisors, Inc. in San Jose, CA and has over 14 years of experience in the finance industry. Nasser Ahmad has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.