William Lacasse, financial advisor Ada MI

William Lacasse

CRD Number: 2053942
Current Firm: Usa Financial Securities Corporation

William Lacasse (CRD# 2053942) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Usa Financial Securities Corporation Ada, MI Dec 2006 - Current 17
Srg Financial Advisors Osage Beach, MO Jun 1989 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1990
S65 NASAA Investment Advisors Law Examination Dec 2000
Contact Info for William J. Lacasse
Phone Number: 888-407-8198
Registered State(s):
  • AK
  • AZ
  • AR
  • CA
  • CO
  • FL
  • IL
  • IA
  • KS
  • MS
  • MO
  • NJ
  • OK
  • OR
  • TX
  • UT
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    224
    MILLIONS
  • Total Number of Accounts
    1,433
    ACCOUNTS
  • Average Account Value
    $155,999
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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