Damian
Rothermel

Usa Financial Securities Corporation

CRD#3095845
Investment Advisor
in Portland, OR
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About this Advisor

Damian Rothermel is a certified financial planner who is based in Portland, Oregon. Currently a registered advisor at Usa Financial Securities Corporation, they have accumulated 16 years of experience as a registered investment advisor. Rothermel maintains Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Rothermel is able to operate based out of Arizona, California, Oregon, Washington, South Carolina, Hawaii and Ohio. Over the course of their career, Rothermel has held roles at H&R Block Financial Advisors, Inc, Ameriprise Financial Services, Inc, Liberty Capital Investment Corporation, Usa Financial Securities Corporation and Rothermel Financial Services LLC. Usa Financial Securities Corporation is headquartered in Portland, Oregon, and has 126 brick-and-mortar locations throughout the United States. Overall, Usa Financial Securities Corporation manages $354 million in assets across 2,697 client accounts and employs more than 172 people. The firm's total assets under management makes it one of the larger firms in the country. The firm manages 2,154 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 1% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in 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, Series 65, Certified Financial Planner

Years of Experience

16 years

Services Offered

Financial planning services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

205 Se Spokane St. Suite 340
Portland, OR 97202

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Usa Financial Securities Corporation Brokerage Details

Total Assets Under Management

$353,507,857

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

172

OR Average: 21
Total Number of Accounts

2,697

OR Average: 1,586
Average Account Size

$131,074

OR Average: $594,845

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Investment Advisory Services

  • Financial planning services

Damian Rothermel Work History

Damian has 16 years of experience.

2012 - Present (7 years)

Usa Financial Securities Corporation

2012 - Present (7 years)

Rothermel Financial Services LLC

2010 - 2012 (2 years)

Liberty Capital Investment Corporation

2009 - 2010 (1 years)

Ameriprise Financial Services, Inc

2002 - 2010 (8 years)

H&R Block Financial Advisors, Inc

Disclosures

Damian Rothermel has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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