Gregory
Karp

Usa Financial Securities Corporation

CRD#2561771
Investment Advisor
in Bridgeport, WV

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About this Advisor

Gregory Karp is a financial advisor who works in Bridgeport, West Virginia who has 5 years of industry experience. Karp is an employee of Usa Financial Securities Corporation. Throughout their career, Karp has worked at Ing Financial Partners, Voya Financial Advisors and Greg L Karp. Karp holds a Series 63 license, qualifying them as a securities broker, and is able to operate in West Virginia. Usa Financial Securities Corporation is a company operating out of Ada, MI. It has offices in 126 locations and a total of 166 employees. It has $224 million in assets across its 1,433 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,433 client accounts, just 1% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Usa Financial Securities Corporation offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically are based on which service is provided. However, fees billed by Usa Financial Securities Corporation likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

5 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

119 Steele St.
Bridgeport, WV 26330

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Usa Financial Securities Corporation Brokerage Details

Total Assets Under Management

$223,546,536

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

166

WV Average: 21
Total Number of Accounts

1,433

WV Average: 1,586
Average Account Size

$155,999

WV Average: $594,845

Investment Advisory Services

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

Gregory Karp Work History

Gregory has been registered as a financial advisor for 5 years.*

2007 - Present (17 years)

Greg L Karp

2014 - 2018 (4 years)

Voya Financial Advisors

2007 - 2014 (7 years)

Ing Financial Partners

*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 Gregory Karp 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
Kevin Dudka
Ada, MI
Michael Frantz
Ada, MI
Shannon Larosse
Ada, MI
Matthew Fry
Ada, MI
Russell Sutton
Erie, PA
Joseph Green
Saint Joseph, 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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