Arturo
Burgueno

Usa Financial Securities Corporation

CRD#6350240
Investment Advisor
in San Antonio, TX

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About this Advisor

Arturo Burgueno is a financial advisor based in San Antonio, Texas, working with Usa Financial Securities Corporation. Arturo has previously held positions at United Planners' Financial Services, American Prosperity Group, Concordia Investments LLC, The Society For Financial Awareness, and Usa Financial Securities. Arturo has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Arturo is part of Usa Financial Securities Corporation, which operates out of San Antonio, Texas. 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 65, Series 63

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

18756 Stone Oak Parkway Suite 200
San Antonio, TX 78258

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Usa Financial Securities Corporation Brokerage Details

Total Assets Under Management

$268,691,644

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

166

TX Average: 21
Total Number of Accounts

1,395

TX Average: 1,586
Average Account Size

$192,610

TX Average: $594,845

Investment Advisory Services

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

Arturo Burgueno Work History

2017 - Present (7 years)

Usa Financial Securities

2013 - Present (11 years)

Concordia Investments LLC

2015 - 2019 (4 years)

The Society For Financial Awareness

2014 - 2016 (2 years)

United Planners' Financial Services

2014 - 2016 (2 years)

American Prosperity Group

Disclosures

Please visit the SEC profile of Arturo Burgueno 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

Russell Sutton
Erie, PA
Jason Towles
Raleigh, NC
Andrew Kayla
Ada, MI
Andrew Coplin
Ada, MI
Kyle Beals
Raleigh, NC
Tyler Bannister
Ada, MI
Arturo Burgueno
San Antonio, TX

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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