Marcus
Taylor

Usa Financial Securities Corporation

CRD#6907206
Investment Advisor
in Ada, MI

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About this Advisor

Marcus Taylor is a financial advisor based in Ada, Michigan, working with Usa Financial Securities Corporation. Marcus has previously held positions at Miller Financial Group, Inc, Usa Financial Securities, Iowa Army National Guard, Pcsb Bank, University Of Nebraska Omaha, Parker Hannifin, Iowa Western Community College, O'Reilly Auto Parts, City Of Villisca - City Council, and Milestone Financial Group, Inc. Marcus has passed the Series 66 regulatory exam and is registered to provide services in Alabama, Iowa, Minnesota, Missouri, Nebraska, and Texas. Currently, Marcus is part of Usa Financial Securities Corporation, which operates out of Ada, Michigan. 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 66

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

6020 East Fulton
Ada, MI 49301

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Usa Financial Securities Corporation Brokerage Details

Total Assets Under Management

$268,691,644

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

166

MI Average: 21
Total Number of Accounts

1,395

MI Average: 1,586
Average Account Size

$192,610

MI Average: $594,845

Investment Advisory Services

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

Marcus Taylor Work History

2023 - Present (1 year)

Milestone Financial Group, Inc

2022 - Present (2 years)

City Of Villisca - City Council

2018 - Present (6 years)

Usa Financial Securities

2012 - Present (12 years)

Iowa Army National Guard

2017 - 2023 (6 years)

Miller Financial Group, Inc

2016 - 2017 (1 year)

Pcsb Bank

2015 - 2017 (2 years)

University Of Nebraska Omaha

2014 - 2016 (2 years)

Parker Hannifin

2013 - 2015 (2 years)

Iowa Western Community College

2013 - 2014 (1 year)

O'Reilly Auto Parts

Disclosures

Please visit the SEC profile of Marcus Taylor 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
Tyler Bannister
Ada, MI
Andrew Coplin
Ada, MI
Kyle Beals
Raleigh, NC
Andrew Kayla
Ada, MI
Susan Green
Tustin, CA

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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