Joseph Bixby (CRD# 2621866) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fremont, NE and has over 28 years of experience in the finance industry.
CRD# 4758589
Equitable Advisors, LLC
CRD# 4725919
Ameriprise Financial Services, LLC
CRD# 2619340
Mutual Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| St Patrick's Church Finance Committee | Fremont, NE | Jul 2012 - Current | 11 |
| Securities America Inc. | La Vista, NE | Nov 2010 - Current | 13 |
| Securities America Advisors | La Vista, NE | Nov 2010 - Current | 13 |
| Bixby Financial Services | Fremont, NE | Nov 2010 - Current | 13 |
| Everbank | Islandia, NY | Oct 2010 - Current | 13 |
| Goldhouse Properties LLC | Fremont, NE | Oct 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1995 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
- NE
- TX
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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