Krystle
Kaufman

Usi Securities, Inc

CRD#5495326
Investment Advisor
in Fort Lauderdale, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Krystle Kaufman is a financial advisor based in Fort Lauderdale, Florida, working with Usi Securities, Inc. Krystle has previously held positions at United Capital Financial Advisers, LLC, Girard Securities, Inc, Lpl Financial, LLC, Resources Investment Advisors, Inc (Bukaty Companies Financial), Usi Securities, and Usi Consulting Group. Krystle has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Krystle is part of Usi Securities, Inc, which operates out of Fort Lauderdale, Florida. The firm has 14 offices and 24 employees. The services offered by the firm include the selection of other advisers. The fee structure at Usi Securities, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2400 East Commercial Blvd. Suite 600
Fort Lauderdale, FL 33308

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Usi Securities, Inc Brokerage Details

Total Number of Employees

24

FL Average: 35

Investment Advisory Services

  • Selection of other advisers

Krystle Kaufman Work History

2021 - Present (3 years)

Usi Securities

2021 - Present (3 years)

Usi Consulting Group

2014 - Present (10 years)

Lpl Financial, LLC

2014 - Present (10 years)

Resources Investment Advisors, Inc (Bukaty Companies Financial)

2009 - 2014 (5 years)

United Capital Financial Advisers, LLC

2009 - 2014 (5 years)

Girard Securities, Inc

Disclosures

Please visit the SEC profile of Krystle Kaufman 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 Usi Securities, Inc

Kimberly Wade
Cincinnati, OH
Nicholas Moore
Blue Bell, PA
Scott Mcquillen
Minneapolis, MN
Kimberly Youngerman
Phoenix, AZ
David Graver
Glastonbury, CT
Christopher Moreton
Glastonbury, CT
Gina D'Amiano
Fort Lauderdale, FL
Melinda Robidoux
Glastonbury, CT

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started