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 working out of San Antonio, Texas who has 6 years of industry experience. Burgueno is an advisor for Usa Financial Securities Corporation. During their career, the advisor has held roles at United Planners' Financial Services, American Prosperity Group, Concordia Investments LLC, Green Cypress Homes Lp, The Society For Financial Awareness and Usa Financial Securities. Burgueno has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Texas. Usa Financial Securities Corporation is a registered investment business operating out of Ada, MI. The company has offices in 126 locations and a total of 166 financial advisors. It has $224 million in assets under management between its 1,433 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,433 accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees vary depending on which services the firm provides the client. However, fees billed by Usa Financial Securities Corporation can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

6 years

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

$223,546,536

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

166

TX Average: 21
Total Number of Accounts

1,433

TX Average: 1,586
Average Account Size

$155,999

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

Arturo has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Usa Financial Securities

2015 - Present (9 years)

The Society For Financial Awareness

2014 - Present (10 years)

American Prosperity Group

2013 - Present (11 years)

Concordia Investments LLC

2014 - 2016 (2 years)

United Planners' Financial Services

2012 - 2013 (1 year)

Green Cypress Homes Lp

*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 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

Susan Green
Tustin, CA
Shannon Larosse
Ada, MI
Kevin Dudka
Ada, MI
Michael Frantz
Ada, MI
Elissa Beimal
Ada, MI
Tucker Newhouse
Ada, MI
Tyler Krzciok
Ada, MI
Michael Smolko
Ada, MI

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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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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