Diana
Avery

Usa Financial Securities Corporation

CRD#1792296
Investment Advisor
in Atlanta, GA
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About this Advisor

Diana Avery is a certified financial planner who lives in Atlanta, Georgia. Currently a registered investment advisor at Usa Financial Securities Corporation, they have gathered 12 years of professional experience in the financial advisory industry. Avery holds a Series 63 license, designating the advisor as a securities representative. Avery is able to operate based out of Georgia and Virginia. Throughout their career, Avery has worked at Usa Financial Securities, Avery Financial Services and Valic Financial Advisors. Usa Financial Securities Corporation is headquartered in Atlanta, Georgia, and has 126 other locations across the nation. In aggregate, Usa Financial Securities Corporation manages $354 million in assets dispersed across 2,697 accounts and retains more than 172 people. The amount of assets the firm manages makes it one of the larger firms in the country. The firm manages 2,154 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 1% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Usa Financial Securities Corporation offers financial planning services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

2839 Church Street
Atlanta, GA 30344

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Usa Financial Securities Corporation Brokerage Details

Total Assets Under Management

$353,507,857

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

172

GA Average: 21
Total Number of Accounts

2,697

GA Average: 1,586
Average Account Size

$131,074

GA Average: $594,845

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Investment Advisory Services

  • Financial planning services

Diana Avery Work History

Diana has 12 years of experience.

2017 - Present (2 years)

Usa Financial Securities

2017 - Present (2 years)

Avery Financial Services

2006 - 2017 (11 years)

Valic Financial Advisors

Disclosures

Diana Avery has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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