Kevin
Fields
Usa Financial Securities Corporation
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About this Advisor
Kevin Fields is a financial advisor based in Westerville, Ohio, working with Usa Financial Securities Corporation. Kevin has previously held positions at United Planners Financial Services, Kaman & Cusimano, LLC, American Prosperity Group, Koza'S Kids Inc, Hunter Thomas Inc, Willow Springs Homeowners Association, and Usa Financial Securities. Kevin has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida, Indiana, Michigan, Missouri, Ohio, South Carolina, and Texas. Currently, Kevin is part of Usa Financial Securities Corporation, which operates out of Westerville, Ohio. 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 the selection of other advisers. The fee structure at Usa Financial Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Usa Financial Securities Corporation Brokerage Details
$268,691,644
166
1,395
$192,610
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kevin Fields Work History
Usa Financial Securities
American Prosperity Group
Koza'S Kids Inc
Hunter Thomas Inc
Willow Springs Homeowners Association
United Planners Financial Services
Kaman & Cusimano, LLC
Disclosures
Please visit the SEC profile of Kevin Fields 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
Raleigh, NC
Ada, MI
Erie, PA
Ada, MI
Ada, MI
Ada, MI
Raleigh, NC
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.
