This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Lincoln Financial · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-17-2000
- Office Locations
- 84
Office Locations
About USA Financial Securities LLC
USA Financial Securities is a full-service RIA and independent broker-dealer backed by USA Financial’s platform of advisor services. Through its custodian-agnostic, open-architecture TAMP (launched 2016), advisors can manage portfolios in-house or outsource to a curated lineup of passive, active, and risk-managed models. Affiliate USA Financial Formulas adds rules-based, trend-driven risk management, with insurance and practice-management support available.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM CLAYTON BACHERT
Chief Financial Officer, DIRECTOR, Manager
- CRD
- #4576698
- Ownership
- Less than 5%
BRENT DAVID ENDERS
Advisor, Manager, President
- CRD
- #2858719
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
Unlock allContacts
Steven Lowell Ackerman
--
- CRD
- #2744836
MICHAEL JAMES ALEXANDER
Advisor
- CRD
- #4374007
Showing 2 of 179 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $205,343,323 | $196,501 |
| Non-Discretionary | $91,161,452 | $188,350 |
| Total | $296,504,775 | $193,921 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing