Usa Financial Securities Corporation

Usa Financial Securities Corporation (CRD# 103857) is a financial advisory firm headquartered in Ada, MI. They manage $262,266,776 in 1,924 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    262
    MILLION
  • Total Number of Accounts
    1,924
    ACCOUNTS
  • Average Account Value
    $136,313
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Usa Financial Securities Corporation
Showing 1 - 10 of 191 top financial advisors.
1
Diana L. Avery
CRD#: 1792296
2839 Church Street, Atlanta, GA 30344
96
Wealthminder
score

Diana Avery (CRD# 1792296) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Atlanta, GA and has over 24 years of experience in the finance industry. Diana Avery has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Charles T. Borden
CRD#: 2130617
49 Grove Street, Haddonfield, NJ 08033
96
Wealthminder
score

Charles Borden (CRD# 2130617) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Haddonfield, NJ and has over 27 years of experience in the finance industry. Charles Borden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Neal D. Clemens
CRD#: 1472647
1900 Polaris Parkway, Suite 450, Columbus, OH 43240
96
Wealthminder
score

Neal Clemens (CRD# 1472647) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Columbus, OH and has over 19 years of experience in the finance industry.

4
David L. Cobb
CRD#: 2107307
6011 West River Drive, Belmont, MI 49306
96
Wealthminder
score

David Cobb (CRD# 2107307) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Belmont, MI and has over 6 years of experience in the finance industry.

5
Donald W. Coplin
CRD#: 1055832
315 39th Ave. Sw, Suite 5, Puyallup, WA 98373
96
Wealthminder
score

Donald Coplin (CRD# 1055832) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Puyallup, WA and has over 34 years of experience in the finance industry. Donald Coplin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Matthew E. Fry
CRD#: 5629862
6020 East Fulton, Ada, MI 49301
96
Wealthminder
score

Matthew Fry (CRD# 5629862) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 8 years of experience in the finance industry. Matthew Fry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Edmund R. Gifford Jr
CRD#: 4931581
6020 E. Fulton Street, Ada, MI 49301
96
Wealthminder
score

Edmund Gifford Jr (CRD# 4931581) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 12 years of experience in the finance industry. Edmund Gifford Jr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Thomas P. Hajny
CRD#: 1029417
6020 East Fulton, Ada, MI 49301
96
Wealthminder
score

Thomas Hajny (CRD# 1029417) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 18 years of experience in the finance industry. Thomas Hajny has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Stephen G. Harlow
CRD#: 2128325
Saco, ME
96
Wealthminder
score

Stephen Harlow (CRD# 2128325) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Saco, ME and has over 24 years of experience in the finance industry.

10
Jack W. Hart
CRD#: 2077207
2312 University Blvd. W., Jacksonville, FL 32217
96
Wealthminder
score

Jack Hart (CRD# 2077207) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Jacksonville, FL and has over 27 years of experience in the finance industry. Jack Hart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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