Brian
Frick

Usa Financial Securities Corporation

CRD#5343524
Investment Advisor
in Sun City West, AZ

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About this Advisor

Brian Frick is a financial advisor based in Sun City West, Arizona, working with Usa Financial Securities Corporation. Brian has previously held positions at Usa Financial Securities, Frick Tax & Financial Pllc, and Invest Financial Corp. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Idaho, Nebraska, North Carolina, Ohio, and Texas. Currently, Brian is part of Usa Financial Securities Corporation, which operates out of Sun City West, Arizona. The firm has 126 offices and 166 employees. The firm manages assets totaling $268.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Usa Financial Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

13613 W Camino Del Sol Ste 3
Sun City West, AZ 85375

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Usa Financial Securities Corporation Brokerage Details

Total Assets Under Management

$268,691,644

AZ Average: $943,424,332
Total Number of Employees

166

AZ Average: 21
Total Number of Accounts

1,395

AZ Average: 1,586
Average Account Size

$192,610

AZ Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Brian Frick Work History

2017 - Present (7 years)

Usa Financial Securities

2005 - Present (19 years)

Frick Tax & Financial Pllc

2007 - 2017 (10 years)

Invest Financial Corp

Disclosures

Please visit the SEC profile of Brian Frick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Usa Financial Securities Corporation

Jason Towles
Raleigh, NC
Russell Sutton
Erie, PA
Andrew Coplin
Ada, MI
Andrew Kayla
Ada, MI
Kyle Beals
Raleigh, NC
Tyler Bannister
Ada, MI
Kevin Dudka
Ada, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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