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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Securities America Advisors 1 year, 1 month Sep 2018 - Present
Crg Financial Services, Inc. 4 years Oct 2015 - Present
Securities America Inc 5 years Oct 2014 - Present
Costco Wholesale 11 months Aug 2013 - Jul 2014
Enterprise Rent-A-Car 7 months Jun 2012 - Jan 2013
Marty's Pizza 3 years Sep 2011 - Sep 2014
Walgreens 3 years Aug 2008 - Aug 2011

Designations & Memberships

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Articles and Answers

Insights by Jacob Sensiba

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 5, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 5, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Securities America Advisors, Inc.

Last updated on March 29, 2019
    • $21.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 155K
      Accounts
    • $141.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
  • Other