Unclaimed Profile

Gregory Jay Smith

SECURITIES AMERICA ADVISORS, INC.·LA VISTA, Nebraska

SECURITIES AMERICA ADVISORS, INC.

12325 PORT GRACE BLVD., LA VISTA, NE 68128-8204CRD# 1657211Firm CRD# 110518

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Jay Smith · LA VISTA, NE

Registration

CRD #1657211 · SECURITIES AMERICA ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

10 disclosures on file · See FINRA BrokerCheck for full record

About

Gregory Jay Smith is a registered financial advisor based in LA VISTA, Nebraska, affiliated with SECURITIES AMERICA ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SECURITIES AMERICA ADVISORS, INC.

AUM

$40.4B

Regulatory assets under management

Employees

4468

Total firm employees

View all advisors at SECURITIES AMERICA ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1657211

Firm CRD# 110518

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gregory Jay Smith offer?

Gregory Jay Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LA VISTA, Nebraska for a consultation.

What are Gregory Jay Smith's credentials?

Gregory Jay Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Jay Smith located?

Gregory Jay Smith is based in LA VISTA, Nebraska, working with SECURITIES AMERICA ADVISORS, INC.. Their office serves clients in the LA VISTA metropolitan area and surrounding communities.

How does Gregory Jay Smith charge for services?

Gregory Jay Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SECURITIES AMERICA ADVISORS, INC.?

SECURITIES AMERICA ADVISORS, INC. has approximately 4468 employees and manages $40.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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