Securities America Overview

  • Service
  • Financing Advisory

  • Year Founded
  • 1984

Year Founded

  • Employees
  • 2,500

Employees

  • Serviced Companies
  • 4

  • Serviced Deals
  • 2

  • Serviced Investors
  • 11

Securities America General Information

Description

Securities America is an investment advisory firm, founded in 1984 and headquartered in La Vista, Nebraska. The firm provides services in the areas of cash flow management, taxation, investment planning, taxation, insurance review, retirement planning, and estate planning. The firm caters to the needs of multiple clients which include individuals, bank and thrift institutions, pension funds, trusts, estates, corporations, state and municipal entities.

Contact Information

Year Founded
1984
Service Provider Type
Financing Advisory
Corporate Office
  • 12325 Port Grace Boulevard
  • La Vista, NE 68128
  • United States
+1 (402)

Securities America Services to Companies

Service on a Deal (2)

Securities America has provided services on 2 deals. It last acted as a general advisor to Evo Acquisition on a made for . The deal was made in 2021.

Company Name Service Provided Deal Date Deal Type Deal Amount
Evo Acquisition Advisor: General Feb 2021
Vesta Medical Advisor: General Mar 2009
To view Securities America’s complete services to companies history, request access »

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Securities America Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

This information is available in the PitchBook Platform. To explore Securities America‘s full profile, request access.

Request a free trial

Affiliates

Subsidiaries (3)

Name Industry Location Year Founded
Progressive Asset Management Oakland, CA 1987
Investors Security Company Hampton, VA 1964
Legacy Advisor Network Fitchburg, WI 1913

Securities America FAQs

  • When was Securities America founded?

    Securities America was founded in 1984.

  • Where is Securities America headquartered?

    Securities America is headquartered in La Vista, NE.

  • What is the size of Securities America?

    Securities America total number of employees/professionals is 2,500.

  • What service provider type is Securities America?

    Securities America's service provider type is Financing Advisory.

  • What companies has Securities America invested in or acquired?

    Securities America has invested in or acquired companies like Legacy Advisor Network, Wall Street Financial Group, and Foothill Securities.

  • What are Securities America subsidiaries?

    Progressive Asset Management, Investors Security Company, and Legacy Advisor Network are subsidiaries of Securities America.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »