Daniel
Fuller
Usa Financial Securities Corporation
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About this Advisor
Daniel Fuller is a financial advisor who works in Mechanicsburg, Pennsylvania, who has 7 years of industry experience. Fuller is an employee of Usa Financial Securities Corporation. Their career trajectory has included roles at Kingdom Wealth Management, H. Beck, Inc and Usa Financial Securities. Fuller holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. Usa Financial Securities Corporation is a company that has its headquarters in Ada, MI. It has offices in 126 locations and a total of 166 financial advisors. It oversees $224 million in assets under management among its 1,433 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,433 customer accounts, just 1% belong to high-net-worth investors who have more than $1 million in investable assets. The business performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice typically vary depending on which services the firm provides the client. Fees charged by Usa Financial Securities Corporation may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Usa Financial Securities Corporation Brokerage Details
$223,546,536
166
1,433
$155,999
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Daniel Fuller Work History
Daniel has been registered as a financial advisor for 7 years.*
Usa Financial Securities
Kingdom Wealth Management
H. Beck, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Fuller 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
Ada, MI
Ada, MI
Ada, MI
Tustin, CA
Ada, MI
Ada, MI
Ada, MI
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. 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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