Securities America Overview
- Service
-
Financing Advisory
- Founded
-
1984
- Employees
-
2,500
- Serviced Companies
-
2
- Serviced Deals
-
2
- Serviced Investors
-
10
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
Website
www.securitiesamerica.com
Year Founded
1984
Service Provider Type
Financing Advisory
Primary Office
- 12325 Port Grace Boulevard
- La Vista, NE 68128
- United States
+1 (402) 000-0000
Securities America Services to Companies
Service on a Deal (2)
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Evo Acquisition | Advisor: General | Feb 2021 | 00000 | 0000000 |
| 00000 0000000 | Advisor: General | Mar 2009 | 00000 | 0000000 |
Securities America Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Securities America Team (22)
Securities America Subsidiaries (4)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| Progressive Asset Management | Asset Management | Oakland, CA | 1987 |
| 000000000 00000000 | Other Financial Services | Hampton, VA | 0000 |
| 000000 0000000 000 | Asset Management | Fitchburg, WI | 0000 |
| 000000 & 00000 000 | Other Financial Services | Cincinnati, OH |