Advisor at USA Financial Securities LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
USA Financial Securities LLC
Location
Connersville, IN 47331
Credentials
Series 66
Industry experience
15 years
Flat, fixed, or project-based financial planning fees, typically not exceeding $75,000
Commission-based compensation available through broker-dealer activities, including mutual funds, insurance products, and annuities
Hourly financial planning fees up to $500/hour
Account minimum: $15,000 Minimum fee: Minimum financial planning fee of $100 Fee-only: Financial planning fees charged hourly (up to $500/hour), flat, fixed, or project-based fees (typically not exceeding $75,000)
USA Financial Securities
2015 - Present (11 years)
Pathway Financial Planning
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Connersville, IN
Edward Jones
Series 66
Connersville, IN
Edward Jones
Series 66
Connersville, IN
Edward Jones
Series 63, Series 65
Liberty, IN
BFC PLANNING, Inc.
Series 63, Series 66
Centerville, IN
Edward Jones
Series 66
Centerville, IN
Edward Jones
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