Clifton
Sparrow

Usa Financial Securities Corporation

CRD#2490231
Investment Advisor
in Ada, MI

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About this Advisor

Clifton Sparrow is a financial advisor working in Ada, Michigan with 8 years of industry experience. Sparrow is an employee of Usa Financial Securities Corporation. During their career, Sparrow has held roles at Lpl Financial, Gap, Sparrow Financial Group and Usa Financial Securities. Sparrow holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida, Kentucky and Ohio. Usa Financial Securities Corporation is an advisory company headquartered in Ada, MI. It has offices in 126 locations and a total of 166 employees. It controls $224 million in assets among its 1,433 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,433 client accounts, just 1% belong to high-net-worth clients who have at least $1 million in investable assets. The business has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees billed by Usa Financial Securities Corporation may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 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

6020 East Fulton
Ada, MI 49301

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Usa Financial Securities Corporation Brokerage Details

Total Assets Under Management

$223,546,536

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

166

MI Average: 21
Total Number of Accounts

1,433

MI Average: 1,586
Average Account Size

$155,999

MI Average: $594,845

Investment Advisory Services

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

Clifton Sparrow Work History

Clifton has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Usa Financial Securities

2013 - Present (11 years)

Gap

2007 - Present (17 years)

Sparrow Financial Group

2007 - 2015 (8 years)

Lpl Financial

*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 Clifton Sparrow 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

Michael Frantz
Ada, MI
Susan Green
Tustin, CA
Shannon Larosse
Ada, MI
Kevin Dudka
Ada, MI
Robert Travers
Oak Forest, IL
Tyler Krzciok
Ada, MI
Arturo Burgueno
San Antonio, TX

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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