Shannon
Larosse

Usa Financial Securities Corporation

CRD#6277688
Investment Advisor
in Ada, MI

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About this Advisor

Shannon Larosse is a financial advisor based in Ada, Michigan, working with Usa Financial Securities Corporation. Shannon has previously held a position at Strategic Wealth Advisors. Shannon has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Shannon 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, Chartered Financial Consultant

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

Shannon Larosse Work History

2013 - Present (11 years)

Strategic Wealth Advisors

Disclosures

Please visit the SEC profile of Shannon Larosse 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

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