|
|
|
| |
| Additional information |
| |
| Dynasty Advisors, LLC |
| |
| |
Overview:
At Dynasty Advisors our mission is to help you achieve financial independence. As a privately-owned and independent professional financial services firm, we focus objectively on your financial goals and issues. Whether you have needs as an individual, business or institution, our unique processes, independence and experience allow us to act as true advisors and client advocates. We take great pride in developing long lasting relationships with our clients by providing professional advice backed by excellent client service.
In order for us to accomplish our mission for our investment clients, we work with Securities America, Inc. and Securities America Advisors, Inc.
Headquartered in La Vista, Neb., As of 2011 year end, Securities America supports approximately 1,600 of the most talented and respected financial representatives, serving nearly 493,000 customers nationwide. They were ranked the 7th largest Independent Broker/ Dealer, according to Financial Planning Magazine’s Broker/Dealer Survey in June 2011. Also, SAA had $12.5 billion in AUM at the year end of 2011. For more than 25 years, Securities America’s mission has been to foster the success of financial professionals so they can provide quality, objective counsel and services to their clients. Advisors benefit from the firm’s industry-leading programs in practice management, advisory services and retirement income distribution, supported by state-of-the-art technology. Founded in 1993, Securities America Advisors Inc. is an SEC-Registered Investment Advisory firm that offers investment management, financial advice and financial planning through a national network of independent financial advisors.
Working closely with Securities America Advisors, we can develop a personalized investment program using experienced investment managers and broad spectrum of financial products.
Customer brokerage and advisory accounts at Securities America, Inc. are carried by either of two institutional custodians:
National Financial Services, LLC ("NFS"), a subsidiary of Fidelity Investments.
Pershing, LLC ("Pershing"), a subsidiary of The Bank of New York Mellon Corporation (BNY Mellon).
Both NFS and Pershing are members of Financial Regulatory Authority ("FINRA") and the Securities Investor Protection Corporation® (SIPC®). For details, visit www.finra.org and www.sipc.org, respectively. |
|
 |
|
| Toll Free:
+1 866 284 1314 |
|
|
|
|
|
|
|
 |
|
 |
|
|
